Transfer agent job description
Updated March 14, 2024
6 min read
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Example transfer agent requirements on a job description
Transfer agent requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in transfer agent job postings.
Sample transfer agent requirements
- Knowledge of federal laws and regulations related to securities transfers.
- Strong understanding of financial products.
- Proficient in financial recordkeeping.
- Proficient in MS Office Suite.
- Certified in securities transfers.
Sample required transfer agent soft skills
- Excellent interpersonal and communication skills.
- Strong attention to detail and accuracy.
- Able to work independently and as part of a team.
- Ability to handle confidential information with discretion.
- Ability to prioritize tasks and meet deadlines.
Transfer agent job description example 1
Atlantic Health transfer agent job description
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
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
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Transfer agent job description example 2
State Street transfer agent job description
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As a Sr. Associate in the ETF Transfer Agent team, you will:
What we value
These skills will help you succeed in this role:
Education & Preferred Qualifications
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As a Sr. Associate in the ETF Transfer Agent team, you will:
- Assist with daily ETF Order Taking and Transfer Agent Operations for over 40 ETF Issuers in North America.
- Ensure all team deliverables are met within assigned deadlines on a daily basis
- Document and update procedures and team checklists, ensure adherence to standard operating procedures
- Assist with onboarding new clients and subadvisors.
- Assist with rolling out new processing and technology enhancements with clients and intermediaries
- Analyze internal processes and look to automate, reduce risk, and streamline workflows
- Develop timely and accurate responses to ensure that all internal and external queries are answered
- Maintain internal and external client relationships
- Provide support for client testing and model office
- Drive change through continuous improvement by utilizing the Enlighten tool to evaluate and implement strategic decisions around work load rebalancing across teams.
- Track and Manage the completion of annual client audits
- Research and resolve reconcilement issues with TA records against the US & Canadian depository records
What we value
These skills will help you succeed in this role:
- Taking Ownership and Initiative
- Ensuring accuracy and quality of daily work
- Strong organizational skills
- Effective Communicator
- Ability to juggle multiple tasks at the same time
Education & Preferred Qualifications
- BS/BA required
- Must have 2-4 years of industry experience, knowledge of Exchange Traded Funds a plus
- Proficient in MS Office
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
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Updated March 14, 2024
Updated March 14, 2024