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Transfer Agency Jobs in Florida (NOW HIRING)

... agencies and private companies - throughout the United States and India. We provide these services ... MUST HAVE: * 5+ years ETL experience * 5+ years OracleDevelopment * 5+ years BI Application ...

... agencies and private companies - throughout the United States and India. We provide these services ... MUST HAVE: * 5+ years ETL experience * 5+ years OracleDevelopment * 5+ years BI Application ...

CitiService Manager

Tampa, FL · On-site

$119K - $179K/yr

Demonstrates and applies deep expertise across the full suite of Investor Services products and capabilities, including Fund Accounting, Middle Office, Transfer Agency, Trade Settlements, Asset ...

Data Entry

West Palm Beach, FL · On-site

$15 - $20/hr

In this role, you will accurately transfer information into our database systems, create listings ... About Argon Agency In the ashes of 2020, a team of creatives came together and noticed a void in ...

Data Entry

West Palm Beach, FL · On-site

$15 - $20/hr

In this role, you will accurately transfer information into our database systems, create listings ... About Argon Agency In the ashes of 2020, a team of creatives came together and noticed a void in ...

FL · On-site

$13.25 - $17/hr

Helping with mobility, transfers, and safe ambulation * Providing companionship and emotional ... Family-owned agency that values caregivers Job Types: Full-time, Part-time Work Location: In person ...

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to ... Coordinate and communicate with outside parties including landowners, public agencies, contractors ...

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to ... Coordinate and communicate with outside parties including landowners, public agencies, contractors ...

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to ... Coordinate and communicate with outside parties including landowners, public agencies, contractors ...

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Transfer Agency information

See Florida salary details

$8

$12

$20

How much do transfer agency jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for transfer agency in Florida is $12.60, according to ZipRecruiter salary data. Most workers in this role earn between $10.24 and $13.99 per hour, depending on experience, location, and employer.

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.

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.

How much do transfer agents make?

Transfer agents typically earn an average salary ranging from $40,000 to $70,000 per year, depending on experience, location, and the size of the organization. Entry-level positions may start lower, while experienced professionals with certifications can earn higher salaries. The role often requires strong organizational skills and knowledge of securities regulations.

How to become a transfer agency?

To become a transfer agent, individuals typically need a high school diploma or equivalent, and some roles may require relevant experience or securities industry knowledge. Certification from the Securities Transfer Association or similar organizations can enhance job prospects, and familiarity with record-keeping and regulatory compliance is important. Employers may also require background checks and ongoing training to stay current with industry regulations.

What is a transfer agency job?

A transfer agency job involves managing shareholder records, processing transactions such as transfers, redemptions, and distributions, and ensuring compliance with regulations. Employees typically work with financial software and communicate with clients and fund companies to maintain accurate account information.

Who are the top 5 transfer agencies?

Transfer agencies are firms that handle the administration of securities transfers, often for mutual funds and investment companies. The top transfer agencies globally include Computershare, American Stock Transfer & Trust Company, EQ Shareowner Services, Broadridge Financial Solutions, and Continental Stock Transfer & Trust Company, known for their reliability, compliance, and technology platforms. These agencies are essential for maintaining accurate shareholder records and ensuring smooth transaction processing.

What are popular job titles related to Transfer Agency jobs in Florida?

For Transfer Agency jobs in Florida, the most frequently searched job titles are:

Infographic showing various Transfer Agency job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 9% Part Time, and 14% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $26,203 per year, or $12.6 per hour.

Ownership Transfer Specialist

Ocoee, FL • On-site


Westgate Resorts
Traveler Accommodation • 10K+ employees

6.4

Company rating: 6.4 out of 10

Based on 54 frontline employees who took The Breakroom Quiz

13th of 21 rated holiday rentals

People enjoy working here

Respectful managers


Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Company Description

Westgate Resorts is the largest privately held timeshare company in the world, with 60+ resorts in top destinations like Orlando, Las Vegas, Gatlinburg, Park City, and Myrtle Beach. Recognized by U.S. News & World Report as one of the Best Companies to Work For, we're committed to creating a supportive, rewarding workplace where our 9,000 Team Members can grow and thrive. Since 1982, we've delivered unforgettable vacations through exceptional service, innovation, and community engagement. With the recent addition of VI Resorts by Westgate, our footprint now includes the Pacific Northwest, Hawaii, Canada, and Mexico. Join us and be part of a team that values passion, integrity, and excellence, where your work helps create memories that last a lifetime.

Job Description

Westgate Resorts is seeking a Bilingual Ownership Transfer Specialist to support timeshare ownership transfers, resale transactions, name changes, and account maintenance activities. This role serves as a primary point of contact for owners, closing companies, real estate professionals, brokers, title agencies, attorneys, and internal teams regarding ownership record updates and transfer requirements.

The ideal candidate will have experience in customer service, call center operations, timeshare administration, title processing, deeding, contract processing, real estate transactions, mortgage servicing, or hospitality operations. This position requires strong attention to detail, excellent communication skills, and the ability to review legal documents while providing exceptional customer service in both English and Spanish.

This is a high-volume, phone-based position requiring frequent interaction with owners and third-party organizations throughout the ownership transfer process.

What You Will Do:

  • Process timeshare ownership transfers, resale transactions, ownership changes, account updates, and contract modifications.
  • Review and process ownership transfer requests involving trusts, probate, estates, divorce settlements, inheritance transfers, and legal name changes.
  • Evaluate legal documentation including deeds, trust agreements, court orders, death certificates, probate documents, and transfer paperwork.
  • Verify ownership information and ensure documentation complies with company policies and legal requirements.
  • Maintain accurate ownership records and update account information within company systems.
  • Serve as the primary point of contact for owners, brokers, attorneys, title companies, closing companies, and internal departments.
  • Handle a high volume of inbound and outbound customer service calls regarding ownership transfer requirements, timelines, fees, and documentation.
  • Respond to inquiries through phone, email, and written correspondence while maintaining a professional and customer-focused approach.
  • Educate owners and external parties regarding transfer procedures, documentation requirements, and processing expectations.
  • Research account histories and ownership records to identify and resolve transfer issues.
  • Communicate with customers and third parties to obtain missing documents and correct discrepancies.
  • Coordinate with internal departments to ensure ownership records and contract information are updated accurately.
  • Escalate complex ownership issues, legal concerns, and customer disputes to management when appropriate.
  • Ensure compliance with company policies, department procedures, and applicable legal requirements.
  • Maintain detailed transaction records and documentation throughout all stages of the transfer process.
  • Monitor processing timelines and service-level expectations to ensure timely completion of ownership transfers.
  • Participate in process improvement initiatives, special projects, and departmental support activities.
  • Maintain confidentiality of customer records and sensitive information.
Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What You Will Bring: 

  • High School Diploma or GED required.
  • Minimum 1-2 years of experience in customer service, contract processing, timeshare operations, real estate administration, title processing, mortgage servicing, hospitality, or related industries.
  • Bilingual in English and Spanish required, with the ability to speak, read, and write fluently in both languages.
  • Experience managing high-volume inbound and outbound customer interactions.
  • Strong verbal and written communication skills.
  • Excellent customer service and relationship-building abilities.
  • Strong organizational, multitasking, and time-management skills.
  • Ability to review documentation accurately and maintain attention to detail.
  • Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and Teams.
  • Ability to learn new systems, databases, and document management platforms.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Experience with timeshare ownership transfers, deed processing, title services, contract administration, escrow, mortgage servicing, or real estate transactions.
  • Knowledge of probate processing, trust administration, estate transfers, divorce settlements, and ownership documentation requirements.
  • Experience in a call center, customer contact center, or phone-based support environment.
  • Experience reviewing legal documents and ownership records.
  • Hospitality, resort operations, or vacation ownership industry experience.
  • Customer service experience supporting both English- and Spanish-speaking customers.
Additional Information

Why Westgate?  

  • Comprehensive Health Benefits - Medical, Dental, and Vision Coverage
  • Paid Time Off - Vacation, Sick, and Personal Time to Recharge
  • Paid Holidays
  • 401(k) with Generous Company Match to Support Your Future
  • Daily Pay - Access Your Earnings When You Need Them
  • Family-Focused Benefits - Pregnancy, Parental Leave, and Adoption Assistance
  • Wellness Programs to Support Your Well-Being
  • Flexible Spending Accounts (FSA)
  • Tuition Assistance to Help You Grow Your Career
  • Military Leave
  • Employee Assistance Program (EAP) - Support When You Need It Most
  • Life, Disability, Accident, Critical Illness, and Hospital Insurance
  • Pet Insurance for Your Furry Family Members
  • Loyalty Program - Exclusive Discounts on Hotels, Cruises, Resorts, Restaurants, Entertainment, and More
  • Low-Cost Gym Membership
  • NEW! David A. Siegel Legacy Scholarship - Up to $40,000 for Team Members' Dependents
  • Career Growth and Advancement Opportunities
  • Community Involvement - Give Back and Make an Impact

Westgate Resorts is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status or any other protected status under federal, state or local law. If you have a disability and believe you need a reasonable accommodation in order to complete your application or any part of the recruiting process, please email [email protected] with the job title and the location of the position for which you are applying.

This job posting is intended to provide a general overview of the position and may not include every responsibility, duty, or qualification required. Duties, responsibilities, and activities may change at any time with or without notice.


Westgate Resorts logo

About Westgate Resorts

Sourced by ZipRecruiter

Westgate Resorts is a leading provider of diverse vacation experiences, offering affordable getaways in some of the most sought-after destinations across the United States. With resorts in various states, from sandy beaches to snow-covered mountains, we cater to families of all sizes and budgets. As a prominent figure in the timeshare and hospitality sector, Westgate remains committed to providing the best and most cost-effective vacation options as we expand our offerings.

Industry

Traveler accommodation

Company size

10,000+ Employees

Headquarters location

Orlando, FL, US

Year founded

1982


What Westgate Resorts employees say

Pay

Benefits

Hours and flexibility

Workplace

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