The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when ...
The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when ...
The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when ...
The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when ...
The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when ...
The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when ...
Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function. * Strong understanding of investor onboarding ...
Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function. * Strong understanding of investor onboarding ...
Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function. * Strong understanding of investor onboarding ...
Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function. * Strong understanding of investor onboarding ...
Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function. * Strong understanding of investor onboarding ...
Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function. * Strong understanding of investor onboarding ...
Bachelor's degree or equivalent practical experience. * 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services ...
Bachelor's degree or equivalent practical experience. * 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services ...
Bachelor's degree or equivalent practical experience. * 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services ...
Bachelor's degree or equivalent practical experience. * 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services ...
Bachelor's degree or equivalent practical experience. * 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services ...
Quick apply
Bachelor's degree or equivalent practical experience. * 5+ years of relevant experience in investor operations, fund operations, fund administration, transfer agency, or a similar financial services ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Quick apply
Agency Director Location: Arcadia Home Care & Staffing 13925 W Meeker Blvd Suite 8 Sun City, AZ ... transfer, leaves of absence, compensation and training. To apply via text, text 11454 to 334-518 ...
Budget Analyst / Fiscal Monitor - State Agency - Hybrid (3 Days Remote) - Phoenix - W2 Contract
$23 - $24/hr
Develop, analyze, and manage budgets including annual and new-program budget requests; monitor obligations, fund transfers, and agency financial activity; review and approve financial transactions ...
Quick apply
Budget Analyst / Fiscal Monitor - State Agency - Hybrid (3 Days Remote) - Phoenix - W2 Contract
$23 - $24/hr
Develop, analyze, and manage budgets including annual and new-program budget requests; monitor obligations, fund transfers, and agency financial activity; review and approve financial transactions ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Empower AI gives federal agency leaders the tools to elevate the potential of their workforce with ... As a Transition Knowledge Transfer Manager, responsible for designing and implementing strategies ...
Laborer Transfer Stations
Phoenix, AZ · On-site
$15.50 - $19/hr
... transfer station. III. Qualifications A. Required Qualifications * Licenses as required by Local ... agencies. B. Preferred Qualifications IV. Physical Requirements Listed below are key points ...
Laborer Transfer Stations
Phoenix, AZ · On-site
$15.50 - $19/hr
... transfer station. III. Qualifications A. Required Qualifications * Licenses as required by Local ... agencies. B. Preferred Qualifications IV. Physical Requirements Listed below are key points ...
Laborer Transfer Stations
Phoenix, AZ · On-site
$16.50 - $20/hr
... transfer station. III. Qualifications A. Required Qualifications * Licenses as required by Local ... agencies. B. Preferred Qualifications IV. Physical Requirements Listed below are key points ...
Laborer Transfer Stations
Phoenix, AZ · On-site
$16.50 - $20/hr
... transfer station. III. Qualifications A. Required Qualifications * Licenses as required by Local ... agencies. B. Preferred Qualifications IV. Physical Requirements Listed below are key points ...
Transfer Agency information
See Arizona salary details
$11.20 - $12.52
21% of jobs
$12.71 is the 25th percentile. Wages below this are outliers.
$12.52 - $13.85
27% of jobs
The median wage is $14.11 / hr.
$13.85 - $15.17
11% of jobs
$16.38 is the 75th percentile. Wages above this are outliers.
$15.17 - $16.50
18% of jobs
$16.50 - $17.82
7% of jobs
$17.82 - $19.14
5% of jobs
$19.14 - $20.47
3% of jobs
$20.47 - $21.79
3% of jobs
$21.79 - $23.11
4% of jobs
$23.11 - $24.44
0% of jobs
$24.44 - $25.76
0% of jobs
$11
$15
$25
How much do transfer agency jobs pay per hour?
What does a transfer agency professional do?
As a Transfer Agency professional, your daily tasks often include processing investor transactions, updating and maintaining accurate shareholder records, and responding to client and investor inquiries via email or phone. You'll be responsible for ensuring all activities comply with relevant regulations and internal controls, which may involve close collaboration with compliance, fund accounting, and client services teams. Additionally, you may help prepare reports, assist during audits, and troubleshoot reconciliation issues as they arise. This dynamic work environment provides exposure to various aspects of fund administration and can serve as a strong foundation for career growth within financial services.
What are the key skills and qualifications needed to thrive in the transfer agency position, and why are they important?
To thrive in a Transfer Agency role, you need a solid understanding of financial services operations, attention to detail, and proficiency with data entry and reconciliation, typically supported by a relevant degree or experience in finance or business administration. Familiarity with industry software platforms such as TA systems, fund accounting platforms, and regulatory compliance tools is highly beneficial. Strong organizational, problem-solving, and client communication skills distinguish top performers in this position. These abilities enable accuracy, regulatory compliance, and excellent customer service within a highly detail-oriented, deadline-driven environment.
What is a transfer agency?
A Transfer Agency job involves managing the administration of investment funds, including processing investor transactions, maintaining shareholder records, and handling client inquiries. Professionals in this role ensure compliance with regulatory requirements, facilitate fund subscriptions and redemptions, and provide reporting services to investors and fund managers. Strong attention to detail, financial knowledge, and customer service skills are essential in this field.

Full-time
Re-posted 2 days ago
Vanguard rating
8.7
Based on 64 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
This role requires strong judgment, attention to detail, operational discipline, and the ability to build effective partnerships across Transfer Agency Operations and key business partners. The supervisor will also play a critical role in supporting transformation efforts, including modernization initiatives, platform testing, change readiness activities, and team communications.
This hybrid role (in-office Tuesday, Wednesday, and Thursday) is based in Scottsdale, Arizona.
Responsibilities:
- Lead, coach, and develop a team responsible for adjustment processing, including hiring, performance management, feedback, training, and career development in accordance with applicable HR policies and procedures.
- Oversee daily adjustment operations to ensure accurate, timely, and compliant correction processing for intermediated accounts.
- Review and approve adjustment activity within assigned approval limits, including adjustments under established financial thresholds, ensuring appropriate documentation, accuracy, and sound judgment.
- Monitor operational metrics, daily goals, service quality, and processing standards to identify risks, trends, and opportunities for improvement.
- Create a positive, inclusive, and engaging team environment grounded in open communication, accountability, teamwork, and clear direction.
- Partner closely with peer leaders and business partners across Transfer Agency, Finance Operations, Pennsylvania-based operations teams, and related functions to support consistent execution and issue resolution.
- Lead through change by communicating timely updates, preparing the team for modernization initiatives, and supporting adoption of new tools, platforms, and processes.
- Contribute to process improvement, procedure development, testing activities, and operational readiness efforts related to future platform enhancements.
- Maintain strong knowledge of departmental procedures, compliance expectations, risk controls, and regulatory requirements to guide team decisions and daily operations.
- Participate in special projects and perform other duties as assigned.
Qualifications:
- Minimum of three years of related experience required.
- Two years of operations processing experience preferred.
- Bachelor's degree or equivalent combination of training and experience required.
- Prior people leadership experience preferred; candidates with strong operational expertise, demonstrated coaching ability, and leadership potential may also be considered.
- Experience in financial services, transfer agency, intermediated accounts, transaction processing, corrections, adjustments, or a related operations environment preferred.
- Demonstrated ability to review complex operational transactions, assess supporting documentation, and make accurate, risk-informed decisions.
- Strong communication, relationship-building, and collaboration skills, with the ability to work effectively across multiple teams and levels.
- Proven ability to lead through change, support process improvement, and keep teams engaged during technology or business transformation.
- Strong attention to detail, organizational skills, and ability to balance daily production needs with quality, risk, and service expectations.
- Ability to use operational systems, workflow tools, reporting, and documentation to manage work, monitor performance, and support decision-making.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.