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How much do transfer agency jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for transfer agency in the United States is $16.86, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.75 per hour, depending on experience, location, and employer.

Who are the top 5 transfer agents?

Top transfer agents in the industry include Computershare, American Stock Transfer & Trust Company, Broadridge Financial Solutions, EQ Shareowner Services, and Continental Stock Transfer & Trust. These companies are known for their large client bases, extensive experience, and robust technology platforms that support securities transfer and shareholder services.

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 agents or those with specialized skills can earn higher wages. Compensation often includes benefits such as health insurance and retirement plans.

How do I become a transfer agent?

To become a transfer agent, you typically need a high school diploma or equivalent, with some roles requiring a bachelor's degree in finance, accounting, or related fields. Relevant skills include attention to detail, knowledge of securities regulations, and proficiency with transfer agency software; obtaining industry certifications such as the Certified Transfer Agent (CTA) can also enhance job prospects.

What are some typical daily responsibilities of a Transfer Agency professional?

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 job?

A transfer agency job involves managing the record-keeping and administrative tasks related to the ownership of securities, such as stocks and bonds, on behalf of clients or financial institutions. Employees in this role handle processes like issuing and canceling certificates, maintaining shareholder records, and ensuring compliance with regulations, often using specialized software. Strong attention to detail, knowledge of financial regulations, and customer service skills are important in this position.

What is a Transfer Agency job?

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.

More about Transfer Agency jobs
What cities are hiring for Transfer Agency jobs? Cities with the most Transfer Agency job openings:
What states have the most Transfer Agency jobs? States with the most job openings for Transfer Agency jobs include:
What job categories do people searching Transfer Agency jobs look for? The top searched job categories for Transfer Agency jobs are:
Transfer Agency jobs near you
Infographic showing various Transfer Agency job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 11% Part Time, and 16% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $35,064 per year, or $16.9 per hour.
Transfer Agency Operations Rep l

Transfer Agency Operations Rep l

UMB Financial

Milwaukee, WI

$32K - $62K/yr

Full-time

Posted 29 days ago

Job description

The Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers.

As a Transfer Agency Operations Rep, you will be responsible for all data entry processing for incoming shareholder requests.You will setup new accounts, process transactionsandperform variousaccountmaintenance items. As you grow your skillsand become more proficient in your work, you will have the opportunity to join the researchteam.This will require direct follow up with clients on outstanding issues.

The Transfer Agency team works hard but, in a fun, relaxed environment where the dress code is casual. You will be able to manage your work individually but still have a team around them to offer support when needed. There is a busy season for this role and the approach is to manage as a team.

How you'll spend your time:

  • Utilize your high attention to detail to properlyprocess transactionsto achieve complete accuracy

  • Provide good communication skills to effectively communicate with team members/manageras well as clients

  • Be flexible and willing to adapt to meet shifting priorities

We're excited to talk with you if:

  • You have a Bachelor's Degree or equivalent experience

  • You have six months of transaction processing, office or customer service experience.

Compensation Range:

$32,640.00 - $62,640.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


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