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Transfer of Assets Administrator
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-09-15
Listing for:
Beacon Hill Staffing Group
Full Time
position Listed on 2026-09-15
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Data Entry
Job Description & How to Apply Below
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.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.
This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you! Beacon Hill. Employing the Future (TM)
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