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Transfer Agent Jobs in New York (NOW HIRING)

Ascendo Resources are seeking a Temporary Transfer Agent/Administrator to assist the Closings Department with a backlog of applications and documentation for co-op and condo properties. This role is ...

Fund Service Director

New York, NY ยท On-site

$75K - $103K/yr

Strong understanding and experience with Registered funds (private equity, private credit or real assets), custodial, transfer agent and fund admin relationships * Team player with a strong work ...

Design and build out an internal Transfer Agent * Lead, build and test our infrastructure as code efforts * Enthusiastically collaborate with a small team, owning and planning projects for long-term ...

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Transfer Agent information

See New York salary details

$20.2K

$51.4K

$86.4K

How much do transfer agent jobs pay per year?

As of Aug 26, 2026, the average yearly pay for transfer agent in New York is $51,422.00, according to ZipRecruiter salary data. Most workers in this role earn between $26,785.00 and $76,528.00 per year, depending on experience, location, and employer.

What is a transfer agent?

Transfer agents are financial institutions or companies responsible for maintaining records of who owns a corporation's stocks and bonds. They handle the issuance, transfer, and cancellation of certificates, ensure that investors receive dividends and interest payments, and may also manage shareholder communications. Transfer agents play a crucial role in ensuring the integrity of securities ownership records and facilitating transactions between buyers and sellers. They also help prevent fraud and errors by verifying the authenticity of transfers and supporting regulatory compliance.

What are the key skills and qualifications needed to thrive as a transfer agent, and why are they important?

To thrive as a Transfer Agent, you need strong attention to detail, proficiency in record-keeping, and an understanding of securities regulations, often supported by a degree in finance, business, or a related field. Familiarity with shareholder management systems, transfer agency software, and knowledge of compliance standards such as SEC regulations are typically required. Excellent organizational, communication, and customer service skills help you manage sensitive transactions and resolve inquiries efficiently. These skills ensure accurate processing of securities transfers, regulatory compliance, and positive client experiences in a high-stakes financial environment.

What are some typical challenges a transfer agent may face when processing shareholder transactions?

Transfer Agents often handle a high volume of transactions, which requires careful attention to detail to prevent errors such as misrecording share transfers or incorrect updating of shareholder records. They may also need to resolve discrepancies or handle special requests from shareholders, such as lost certificate replacements or name changes, in accordance with regulatory requirements. Balancing accuracy, regulatory compliance, and timely service can be challenging, but robust internal procedures and ongoing training help mitigate these issues.

What is the difference between Transfer Agent vs Registrar?

AspectTransfer AgentRegistrar
Primary RoleMaintains shareholder records, processes stock transfers, and handles dividendsRegisters shareholders, maintains the official list of stockholders, and manages issuance of certificates
CredentialsTypically requires securities industry licenses and knowledge of transfer processesSimilar credentials, often overlapping with transfer agents
Work EnvironmentFinancial institutions, transfer agencies, or corporate settingsCorporate registries, transfer agencies, or financial service providers
Industry UsageCommonly used in securities and investment industriesUsed in corporate governance and securities issuance

Transfer agents and registrars often work together but have distinct roles. Transfer agents focus on processing transfers and maintaining shareholder records, while registrars primarily register shareholders and issue certificates. Both roles require similar credentials and are vital in securities management within the financial industry.

How do you become a transfer agent?

To become a transfer agent, individuals 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 laws, and proficiency with record-keeping systems; obtaining industry certifications such as the Certified Transfer Agent (CTA) can also enhance job prospects.

How much do transfer agents make?

Transfer agents typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the company. Entry-level positions may start lower, while experienced agents or those with specialized skills can earn higher wages. Compensation often includes benefits and opportunities for advancement within financial or securities firms.

What does a transfer agent do?

A transfer agent is responsible for maintaining records of a company's shareholders, processing stock transfers, issuing new shares, and handling related administrative tasks. They ensure accurate ownership records and facilitate communication between the company and its investors, often using specialized software and adhering to regulatory requirements.

What cities in New York are hiring for Transfer Agent jobs?

Cities in New York with the most Transfer Agent job openings:

Infographic showing various Transfer Agent job openings in New York as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $51,422 per year, or $24.7 per hour.

Transfer Agent

New York, NY โ€ข On-site

Brown Harris Stevens Residential Management, LLC
Real Estateย โ€ขย 501 - 1,000 employees

$85K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago


Job description

Brown Harris Stevens Residential Management has been setting the standard in residential management since cooperative apartments were first introduced to New York City. We provide full-service residential management, with highly qualified personnel at every level ready to deliver unrivalled service, with honesty, discretion, and integrity. Today our management portfolio of more than 165 cooperatives and condominiums, with over 10,000 units, includes many of Manhattan's most distinguished buildings.
The Transfer Agent facilitates the processing of purchase, rental and refinance applications for both co-op and condo buildings from start to finish. The Transfer Agent also serves as the primary point of contact for all deal parties as well as Board Members and Management throughout the application process leading up to, and including, the closing.
Responsibilities
  • Communication with all levels of management as well as Board Members, attorneys, and brokers.
  • Review of Applications for completion and accuracy.
  • Correspond with brokers and deal parties to ensure submission of a complete application.
  • Manage the approval of purchase and refinance applications, including administrative support.
  • Coordinate interviews with perspective purchasers/tenants and Board of Managers/Directors
  • Prepare documents required for closing and collect fees due to the Corporation/Condominium and the Managing Agent.
  • Conduct closings for the applications assigned.
  • Must have extensive knowledge of Real Estate closing procedures, New York City Laws, loans, mortgage financing, and Cooperatives/ Condominiums rules and procedures.
  • Respond to daily email and voice mail messages.
  • Address concerns of residents and coordinate with the management team where needed.

Requirements
  • Must be knowledgeable in domecile
  • Efficient communication skills
  • Ability to multi-task and work under tight deadlines
  • Familiarity with Co-op/Condo sales, leases, refinance trusts and non-sale transfers.
  • High School diploma required.
  • College Degree preferred.
  • Notary required.

The annual salary for this position is $85,000-$95,000
Benefits
We offer full time employees a full comprehensive benefits package that includes Medical, Dental, Vision, Employee Assistance Program (EAP), Flexible Spending Account (FSA), Commuter Benefits Program, Basic Life/AD&D Insurance, Supplemental Life Insurance, Short-Term Disability, Long Term Disability, and 401(k) Retirement plan.
Paid Time and Holidays Off
We offer full-time employees 2 weeks' vacation, 12 personal/sick days of paid time off as applicable through the calendar year.
Equal Opportunity Employer
Brown Harris Stevens Residential Management believes that all persons are entitled to Equal Employment Opportunity, and we do not discriminate against our employees or applicants for employment because of race, creed, color, religion, national origin, gender identity and expression, sex, age, disability, marital status, political affiliation, sexual orientation, genetic information, or veteran or citizenship status provided they are qualified and meet the requirements for the job. Brown Harris Stevens Residential Sales provides Reasonable Accommodation to candidates with Disabilities.