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Work From Home Mutual Fund Transfer Agent Jobs in Decatur, GA

Pitch Health Solutions

Transfer Agent

Atlanta, GA · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Atlanta, GA · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions LLC

Transfer Agent

Atlanta, GA · On-site +1

$25/hr

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Health Insurance Agent

Atlanta, GA · Remote

$18 - $20/hr

Your Path With Us Step 1: Start of Employment (Transfer Agent Role) Start your journey with a paid ... Includes a 1-hour lunch break * 100% Remote: Work from anywhere nationwide * Hands-on coaching ...

Pitch Health Solutions

Health Insurance Agent

Decatur, GA · Remote

$18 - $20/hr

Your Path With Us Step 1: Start of Employment (Transfer Agent Role) Start your journey with a paid ... Includes a 1-hour lunch break * 100% Remote: Work from anywhere nationwide * Hands-on coaching ...

The Jernigan Agency

WORK FROM HOME

Decatur, GA · On-site +1

$300 - $500/wk

We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...

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All JobsMutual Fund Transfer Agent JobsWork From Home Mutual Fund Transfer Agent JobsWork From Home Mutual Fund Transfer Agent Jobs in Decatur, GA

Work From Home Mutual Fund Transfer Agent information

See Decatur, GA salary details

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How much do work from home mutual fund transfer agent jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for work from home mutual fund transfer agent in Decatur, GA is $15.72, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $16.88 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Work From Home Mutual Fund Transfer Agent, and why are they important?

To thrive as a Work From Home Mutual Fund Transfer Agent, you generally need a background in finance or business administration, strong attention to detail, and a good understanding of mutual fund operations. Familiarity with transfer agency software, financial databases, and compliance systems is typically required, along with any relevant industry certifications. Excellent communication, organizational skills, and the ability to work independently stand out in this remote role. These skills ensure accurate transaction processing, regulatory compliance, and effective client service in a virtual environment.

How much do transfer agents make?

Work from home mutual fund transfer agents typically earn between $35,000 and $60,000 annually, depending on experience and location. Compensation may include benefits such as health insurance and retirement plans, and the role often requires strong customer service and administrative skills.

What is the difference between Work From Home Mutual Fund Transfer Agent vs Work From Home Mutual Fund Customer Service Representative?

AspectWork From Home Mutual Fund Transfer AgentWork From Home Mutual Fund Customer Service Representative
Required CredentialsTypically securities or finance certifications, basic computer skillsCustomer service experience, communication skills, basic financial knowledge
Work EnvironmentData entry, processing transactions, secure systemsHandling client inquiries, providing information, resolving issues
Employer & Industry UsageFinancial institutions, mutual fund companiesFinancial service providers, mutual fund firms

While both roles support mutual fund operations remotely, the Transfer Agent focuses on transaction processing and record-keeping, requiring specific financial certifications. The Customer Service Representative handles client interactions and inquiries, emphasizing communication skills. Both roles are essential in the mutual fund industry and often share similar work environments.

What are Work From Home Mutual Fund Transfer Agents?

Work From Home Mutual Fund Transfer Agents are professionals who process mutual fund transactions, such as purchases, redemptions, transfers, and account updates, for clients and investors. They typically work remotely, using secure online platforms to manage records, respond to client inquiries, and ensure compliance with regulatory standards. These agents serve as a bridge between mutual fund companies and investors, helping maintain accurate records and providing customer service, all from a home office setup.

What are the typical daily responsibilities of a Work From Home Mutual Fund Transfer Agent?

As a Work From Home Mutual Fund Transfer Agent, your daily tasks generally include processing mutual fund transactions, verifying account information, and ensuring compliance with financial regulations. You will regularly communicate with clients to address inquiries, resolve discrepancies, and provide updates on account status. Collaboration with team members and supervisors takes place virtually, often using secure communication platforms and workflow software. Attention to detail and strong organizational skills are essential, as the role involves handling sensitive financial data and adhering to strict deadlines.

Who is the largest mutual fund transfer agent?

The largest mutual fund transfer agent in the industry is State Street Global Services, which manages a significant portion of mutual fund shareholder transactions. Transfer agents handle record-keeping, shareholder communications, and transaction processing, often requiring compliance with industry regulations and specialized software tools.

Do mutual funds use transfer agents?

Yes, mutual funds use transfer agents to handle shareholder record-keeping, process transactions, and maintain account information. Transfer agents ensure accurate and efficient management of investor accounts, which is a key responsibility for roles like a transfer agent in the mutual fund industry.

How much does a mutual fund agent earn?

A mutual fund transfer agent's earnings typically range from $30,000 to $60,000 annually, depending on experience, location, and the employer. Compensation may include base salary, commissions, or bonuses, and often requires knowledge of financial products and customer service skills.
What are popular job titles related to Work From Home Mutual Fund Transfer Agent jobs in Decatur, GA? For Work From Home Mutual Fund Transfer Agent jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Work From Home Mutual Fund Transfer Agent jobs in Decatur, GA look for? The top searched job categories for Work From Home Mutual Fund Transfer Agent jobs in Decatur, GA are:
Work From Home Mutual Fund Transfer Agent jobs near you

Transfer Agent

Pitch Health Solutions

Atlanta, GA • Remote

Full-time

Re-posted 16 days ago

Job description

Pitch Perfect Solutions is hiring experienced Transfer Agents to join our high-performing remote team. Since 2009, we’ve specialized in insurance lead generation — connecting interested customers with licensed agents.

Why Join Us?

  • $15/hour base pay
  • Commissions & weekly bonuses — top performers average $25+/hour
  • Bi-weekly direct deposit
  • Automated dialing system — no manual dialing
  • Supportive team & proven scripts
  • Full-time schedule: Mon–Fri, 9AM–6PM EST (no weekends!)

What You’ll Do

  • Handle outbound calls on our dialer (no cold leads).
  • Follow a simple script to verify customer info and pre-qualify interest.
  • Transfer qualified customers to licensed insurance agents.
  • Earn commission for every billable transfer (customer on call 3+ mins).

What We’re Looking For

  • Prior call center or transfer agent experience is strongly preferred.
  • Professional, reliable, and coachable.
  • Tech-ready:
  • PC or laptop with i5 processor (or higher), Windows 10+
  • Upload Sped of 30 mbps minimum 
  • Minimum 8GB RAM
  • Wired internet only (no Wi-Fi or hotspot)
  • USB headset with mic
  • Ability to work your full shift consistently.

Please give us a call on our job hotline 1 833 532 2119

Please say and spell your name slowly and leave a brief description of your previous experience and tell us why you think you would be a great asset to our team.

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