Transfer Specialist

AssetMark is a company shaping the future of financial services, and they are seeking a Transfer Specialist to ensure accurate and timely execution of transfer processes. This role involves managing complex transfer issues, collaborating with teams, and driving improvements in the transfer process. Responsibilities Review and process transfer paperwork accurately and efficiently Maintain detailed records for delivery and contra firms Track incoming and outgoing transfers, resolving issues and NIGO items promptly Communicate clearly and timely with advisors, contra firms, and internal teams Conduct daily audits to ensure accurate books and records Update and maintain transfer procedures to support process consistency Collaborate with internal teams and transfer agents to improve efficiency and structure Execute core transfer work types for incoming or outgoing transfers with precision Skills Minimum of 1 years of industry experience Bachelor's Degree or equivalent work experience Knowledge of ACAT, Non-ACAT, and DTC transfers and core transfer processes Expertise in transfer initiation, allocation, follow-up, and off-platform transfers Strong organizational, communication, and interpersonal skills, including collaboration and teamwork Excellent attention to detail, accuracy, and ability to quickly master multiple business systems Ability to analyze, interpret, report, and communicate data effectively Energetic, self-directed, results-oriented, and eager to learn Ability to develop and execute plans, prioritize tasks, and manage workload effectively Consistently demonstrates high productivity Experience in brokerage and banking Benefits Flex Time or Paid Time Off and Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule Company Overview AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is