Job Description
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.
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 click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
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 www.bhsg.com.
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)
Numbers & Facts
| Location | Waltham, Massachusetts |
| Job Type | Temporary, Contractor, Full-time |
| Industry | Staffing/Employment Agencies |
| Salary | $25 Per Hour |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 2000 |
| Website | https://www.beaconhillstaffing.com/ |
About Company
Beacon Hill Staffing Group was founded to set a new standard in search, career placement and flexible staffing.
Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions 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 Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Government Services, Beacon Hill Legal, Beacon Hill Life Sciences, Beacon Hill Solutions and Beacon Hill Technologies by visiting www.beaconhillstaffing.com.
Or you can visit one of our branch locations www.beaconhillstaffing.com/locations
We look forward to working with you.
Skills
- Administrative Skillsunmatched
- Biologyunmatched
- Communication Skillsunmatched
- Continuous Improvementunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Detail Orientedunmatched
- Financial Servicesunmatched
- Fortune 500 Customersunmatched
- Legalunmatched
- Mail Processingunmatched
- Multitaskingunmatched
- Operational Supportunmatched
- Operations Processesunmatched
- Presentation/Verbal Skillsunmatched
- Regulationsunmatched
- Time Managementunmatched
- Writing Skillsunmatched
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