Transfer of Assets Administrator

This 3+ month contract Transfer of Assets Administrator opportunity offers $25/hour with a leading financial services organization in Waltham, MA. The position is hybrid, working onsite Monday, Tuesday, and Thursday and remotely Wednesday and Friday in Waltham, MA. Hours are 9:00 AM – 5:00 PM. The role requires a detail-oriented and customer-focused professional to support account transfer operations and administrative processes in a fast-paced environment. Interviews and start date are targeted ASAP.

Responsibilities:

• Review incoming transfer requests for advisor offices joining the organization and process them in a timely manner
• Review incoming transfer correspondence from the back-office team and verify relevant transfer information
• Contact contra firms to obtain transfer requirements and status updates
• Maintain accuracy while processing high volumes of transfer-related transactions
• Track and document transfer activity as needed
• Communicate effectively with internal teams and external firms
• Support account transfer operations and administrative workflows
• Perform additional duties and special projects as assigned

Qualifications:

• Ability to perform repetitive clerical and administrative tasks with accuracy
• Strong verbal and written communication skills
• Excellent customer service skills
• Strong attention to detail
• Ability to manage multiple tasks and priorities simultaneously
• Self-motivated with the ability to work independently
• Comfortable working in a high-volume processing environment
• Prior administrative, operations, financial services, or transfer processing experience preferred

Qualified candidates are encouraged to apply for immediate consideration.