How to hire a transfer agent

How to hire a transfer agent, step by step

Here's a step-by-step transfer agent hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a transfer agent job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new transfer agent
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your transfer agent job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a transfer agent for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a transfer agent to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a transfer agent that fits the bill.

   This list presents transfer agent salaries for various positions.

   Type of Transfer Agent	Description	Hourly rate
   Transfer Agent	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.	$8-15
   Investment Representative	Investment representatives, also known as financial advisers, usually work in a bank, investment company, credit institution, or other financial firm. They handle the marketing and promotion of financial services and give clients investment advice... Show more	$17-53
   Registered Representative	A registered representative's job involves researching market conditions, liaising with potential clients, implementing advertising campaigns, cultivating personal contacts, and creating investment plans. Their duties and responsibilities include soliciting business from potential clients and selling financial products and services to clients for investment purposes... Show more	$15-42

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Inbound Calls
   • Outbound Calls
   • TA
   • Debt Collection
   • Transferring Calls
   • Stock Certificates
   • Legal Transfers
   • Computer Applications
   • Corporate Actions
   • Payment Arrangements
   • Telephone Inquiries
   • Account Maintenance
   • Reflect Changes

   Check all skills

   Responsibilities:

   • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
   • Adhere to FDCPA regulations, federal, state and local law provisions.
   • Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
   • Provide information to clients on Fidelityproducts, services, operational procedures, including 401k, transaction and NAV quotes.
   • Answer complex financial inquiries including, fund and market performance, taxation (cost basis, IRS forms, etc.
   • Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.

3. Make a budget

   Including a salary range in your transfer agent job description is a great way to entice the best and brightest candidates. A transfer agent salary can vary based on several factors:

   • Location. For example, transfer agents' average salary in alabama is 51% less than in new york.
   • Seniority. Entry-level transfer agents earn 45% less than senior-level transfer agents.
   • Certifications. A transfer agent with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a transfer agent's salary.

   Average transfer agent salary

   $12.03hourly

   $25,018 yearly

   ---

   Entry-level transfer agent salary

   $18,000 yearly salary

   Updated December 15, 2025

4. Writing a transfer agent job description

   A good transfer agent job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a transfer agent job description:

   Transfer agent job description example

   Atlantic Health System is seeking a Full Time Transfer Agent for Atlantic Mobile Health located in Florham Park. This position would cover 6am-6pm shifts including weekends as requested by department.
   Responsibilities •Answer incoming calls.
   •Convey messages to RNs in a timely manner.
   •Obtain information to complete initial intake.
   •Make calls to sending/receiving hospitals to request/collect face sheets, demographics.
   •Receive/send faxes.
   •Competently use various office equipment for communication and office functions.
   •Call transport companies to arrange transportation for patients transfer including requesting appropriate mode of transport.
   •Use various software applications, communication systems and other office systems proficiently.
   •Highly proficient in data entry and typing skills.
   •Communicate transfer info to various departments involved in patient transfer. •Perform quality audit of charts/data.
   •Prepare various reports, case audit and other duties as assigned.
   •Excellent communication skills and a positive demeanor to be a team player essential. Qualifications Qualifications Excellent and demonstrated communicaiton and customer service skills Excellent speaking and telephonic voice Highly proficient in Microsoft Office applications Highly proficient in typing and data entry Minimum Education: High School Diploma or GED required License/Certification: BLS/CPR Certification upon hire Relevant Experience: 1-2 years of previous experience in/as/with ambulance/dispatch center, telecommunications or call center, transfer center, or hospital unit secretary preferred About Us Atlantic Health System aims to deliver the highest quality, safety and care combined with the best experience for our patients and their families. We are confident that you will find success within Atlantic Health System, which has been named for the 14th year in a row to Fortune's “Top 100 Best U.S. Companies to Work For” list. We believe you will find that our culture of collaboration and care exemplifies the value we place on our patients, their families, and our employees. EEO Statement Atlantic Health System, Inc. is an equal employment opportunity employer and federal contractor or subcontractor and therefore abides by applicable laws to protect applicants and employees from discrimination in hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral, and other aspects of employment, on the basis of race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, disability, age, genetics, or veteran status. Not Ready to apply? Stay connected with us to learn more about upcoming career opportunities and onsite Recruitment events. Connect with us

   Copy this example

   

5. Post your job

   There are a few common ways to find transfer agents for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your transfer agent job on Zippia to find and recruit transfer agent candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit transfer agents, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new transfer agent

   Once you've found the transfer agent candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   After that, you can create an onboarding schedule for a new transfer agent. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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