Transfer Associate Resume Sample

17 votes
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Chauncey O'Hara
77459 Desmond Plaza,  New York, NY
+1 (555) 898 9927

Work Experience

Senior Transfer Associate
04/2018 - PRESENT
Boston, MA
  • Tasks and ensure that all work is completed in accordance with US TA policies, procedures and governing regulations
  • Working with other Operations SME’s, Business Analysts, Project Managers, clients and the vendor
  • Review and approval of annual shareholder tax reporting from the TAs (1099’s, 1042s, etc.)
  • Record transfer credit for newly admitted and currently enrolled students
  • Perform data entry and document imaging
  • Audit the recording of transfer credit for newly admitted and readmission students
  • Correspond with faculty and staff regarding policies and procedures in regards to transfer credit
  • Learn to be cross-trained in other areas of the office
  • Monitor the KPIs, escalate if our SLA has not been met and use these figures to report in the team’s quarterly board report
Associate Transfer Agency Oversight
08/2012 - 10/2017
Philadelphia, PA
  • Proactively develop familiarity with BlackRock’s existing products and operational processes to aid query resolution and assist with the design and delivery of client communications and services
  • Administration of queries from investors ensuring that the information provided is accurate and delivered in a professional manner
  • Ensure the timely and accurate delivery of all investor reporting
  • Act as initial point of contact to the investor
  • Partner with Client Implementation/Transition Managers to create a smooth transition of records
  • Independently processes moderately complex transfer requests
  • Reviews and verifies various reports to ensure exceptions are resolved
Transfer Associate
07/2007 - 06/2012
Philadelphia, PA
  • Maintains a thorough understanding of Account Transfers forms and various legal documents required to process transfers requests
  • Reviews and assesses processes for regulatory and reputational risk
  • Scrutinizes information contained in all types of transfer forms and letters of authorization for accuracy
  • Maintains a working knowledge of International (non-US) products
  • Assists associates with follow-up and reconciling transactions
  • Provides training or support to less experienced associates for specific functions, under guidance of the department trainers or leadership
  • Assists in departmental projects including providing feedback or analysis for requirements and User Agreement Testing (UAT)


Wittenberg University
2003 - 2007
Bachelor's Degree in Engineering

Professional Skills

  • Good verbal and written German language skills (knowledge of other foreign languages is highly welcome)
  • Good verbal and written Italian/ Spanish/ French language skills
  • Good verbal and written German/ Italian/ Spanish/ French/ Dutch language skills (knowledge of other foreign languages is highly welcome)
  • Experience working in GMP and FDA-regulated environment
  • Pensions/ Retirement experience
  • Relative experience
  • Pension/ Retirement experience

How to write Transfer Associate Resume

Transfer Associate role is responsible for languages, software, reporting, training, securities, credit, finance, automation, german, french.
To write great resume for transfer associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Transfer Associate Resume

The section contact information is important in your transfer associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Transfer Associate Resume

The section work experience is an essential part of your transfer associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous transfer associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular transfer associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Transfer Associate resume experience can include:

  • Supports creation and updates to department documentation such as user manuals, quick reference guides, job procedures, RJnet, training materials, and other relevant job aides
  • Demonstrating high attention to detail in reviewing the transfer forms
  • Managing and reviewing documented client exception lists to ensure client-specific needs are met
  • Analyzing transfer of assets forms in order to initiate the process for clients
  • Assists management to improve department productivity through participation in meetings, ongoing training and self-development
  • Partner with Client Implementation/Onboarding Managers and Recordkeeping Implementation Managers (RIM) to create a smooth transition of records

Education on a Transfer Associate Resume

Make sure to make education a priority on your transfer associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transfer associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Transfer Associate Resume

When listing skills on your transfer associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical transfer associate skills:

  • Experience with Agile software and SAP
  • Related experience
  • Experience in the financial services industry highly welcome
  • Experience, preferably within financial services and/or a shared service model
  • Experience, preferably within financial services and/or a shared service model
  • Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures

List of Typical Skills For a Transfer Associate Resume


Skills For Senior Transfer Associate Resume

  • Familiarity with Operations business systems, including MES
  • Under general supervision, the Associate responds to and delivers superior service to customers, while building the trust of all shareholders and financial advisors and protecting the best interest of the funds
  • The Associate occasionally researches complex customer or processing related issues and assists peers in the US or India with complex work items
  • The Associate is responsible for creating new and supporting existing VBA macros in cooperation with Metrics Analyst. Workflow automation by implementing VBA macros
  • Various back office and imaging systems
  • Communicate with all levels of management, other associates and counterparts at contrafirms
  • Interpret complex financial statements

Skills For Associate Transfer Agency Oversight Resume

  • Respond promptly to customer needs and requests for service, assistance and meet commitments
  • Various types of securities held by the firm and their respective complexities
  • Various systems to research and reconcile client accounts
  • Various legal documents required by contra firms in order to process client requests
  • Work in an office, laboratory, and production environment

Skills For Receives Associate Transfer of Assets Resume

  • Answers moderately complex phone calls and email inquiries with professionalism
  • Maintains and tracks weekly statistical reports for the department
  • Observes and provides feedback on monthly functional team meetings
  • Partner with Client Implementation Managers/Client Onboarding Services team and prior payor to create a smooth and accurate transition of the takeover of retiree payments. Validate accuracy of records as needed

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