Transfer of Assets Administrator
About the role
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
Benefits
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.
Pay
$25/hour
Schedule
Hybrid: onsite Monday, Tuesday, Thursday; remote Wednesday, Friday. Hours: 9:00 AM - 5:00 PM.