Transfer Agent Resume Samples

A Transfer Agent works for the financial service sector and takes responsibility to maintain records of ownership of the company’s securities and conducts stock transfers. Major duties relating to this post are listed on the Transfer Agent Resume as – meeting the company Director and financial managers to discuss stock transfer and purchases; providing advice on buying securities; buying and selling bonds and stocks; evaluating the financial markets; assessing the performance of the securities; monitoring finances, offering recommendations for public offerings, acquisitions, and mergers; and presenting stock and security reports.

Apart from stock knowledge, the following skills are a mandatory requirement – prior work experience, strong decision-making skills; detailed knowledge of stock trading and relevant industry markets; outstanding persuasive and customer service skills; and mathematical aptitude. A degree in investment banking is the best way to enter this profession.

Transfer Agent Resume example

Transfer Agent Resume

Headline : Seeking a Transfer Agent position. Skilled Transfer Agent committed to addressing customer concerns with speed, accuracy, and professionalism. 

Skills : Customer Service, Supervising, Good Communication.

Description :

    1. Scheduled all work and perform necessary inspections on all assigned vehicles.
    2. Coordinated a four-state geographical area.
    3. Submitted all appointments into the portal.
    4. Followed checklists to inspect vehicles, frames as well as to verify Vehicle Identification Numbers, odometers and perform overall inspections including verification of all damages, etc.
    5. Submitted all information via a home-based computer.
    6. Returned paperwork including titles and all notarized paperwork.
    7. Handled a high volume of incoming calls from shareholders, financial institutions, and brokerage firms.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED


Transfer Agent Resume

Objective : As a Transfer Agent, responsible for Establishing policies by entering client information; confirming pricing. Informing clients by explaining procedures; answering questions; providing information.

Skills : Customer Service, Data Entry, Filing, Scheduling, Multi-Line Phone System, Multi-Tasker, Microsoft Outlook.

Description :

    1. Answered inbound customer calls to the Transfer Department, and processed customer credit requests.
    2. Responded to customers' questions regarding the status of the transfer of their interest or equity for Mercedes and Smart cars.
    3. Field requested in the custom work basket by contacting the customer or another department to provide guidance on transfer-related issues in order to process and resolve transactions.
    4. Managed between 20 and 30 calls per day, including processing the paperwork related to each call.
    5. Entered credit applications into the ACE (automated credit evaluation) system for review by credit analysts.
    6. Reviewed back-end vehicle transfer documents for completeness; verify that they are ready for processing.
    7. Assisted the correspondence group with an expedited project to process Vehicle Purchase Packages (VPP).
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Education


Transfer Agent Resume

Objective : Seeking a Transfer agent position. Responsible for Updating job knowledge by studying new product descriptions; participating in educational opportunities. To accomplish sales and organization mission by completing related results as needed.

Skills : Customer Service, Telecommunications, Administrative Assistant, Customer Service, Proficient In Microsoft Word, Utility Service.

Description :

    1. Effectively managed a high-volume of inbound and outbound customer calls.
    2. Answered a constant flow of customer calls with up to 40 calls in queue per minute.
    3. Addressed and resolved customer product complaints empathetically and professionally.
    4. Gathered and verified all required customer information for tracking purposes.
    5. Defused volatile customer situations calmly and courteously.
    6. Resolved service, pricing, and technical problems for customers by asking clear and specific questions.
    7. Managed high call volume with tact and professionalism.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Education

Transfer Agent Resume

Objective : To obtain a Transfer Agent position. Over 2 years of experience in Maintaining and improving quality results by adhering to standards and guidelines; recommending improved procedures.

Skills : Good Communication, Management, Monitoring.

Description :

    1. Processed 647 transfers during 2014, which represented the highest number on the team.
    2. Cross-trained in terminations, titles and tax, and autopay processes to gain an understanding of how these departments are impacted by the transfer process.
    3. Maintained database by entering new and updated customer and account information.
    4. Prepared source data for computer entry by compiling and sorting information Enters customer and account data by inputting alphabetic and numeric.
    5. Called consumers with information on the database, update the data according to the result of the call.
    6. Helped people get over to their account representatives so they could know more about their debt.
    7. Got a certificate stating that I was the top transfer agent and that made me feel pretty good knowing that my hard work was paying off.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Transfer Agent Resume

Objective : Seeking a Transfer Agent position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team member.

Skills : Computer, MS Office, Attention-to-Detail.

Description :

    1. Managed customer calls effectively and efficiently in a complex, fast-paced, and challenging call center environment.
    2. Handled and processed paperwork between the client and the Auto-manufacturer of the buyback.
    3. Promoted from the general populations of call takers to the advanced elite group.
    4. Trained new staff in all procedures.
    5. Served company needs by calling individuals and verifying their identity.
    6. Conducted extensive legal research and document management.workflow with legal staff. Researched, located, and provided information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Transfer Agent Resume

Headline : Transfer Agent with 7 years of experience in Reviewing client instructions for transfer and examined securities certificates presented for transfer to verify the legality of transactions. 

Skills : Customer Service, Team Work, Detail Oriented.

Description :

    1. Managed millions of dollars worth of shares for hundreds of clients daily.
    2. Validated invoices against fee schedules and approve payments to ensure accurate and timely payment to vendors
    3. Monitored, researched, and resolved cash flow breaks on BlackRocks Aladdin Dashboard, in coordination with the Cash Reconciliation Team and BlackRocks transfer agency providers
    4. Validated and accurately communicated large trade notifications to Portfolio Managers, including input and/or removal of large trades in the Aladdin Dashboard
    5. Coordinated across the Firm to support fund launches, transitions, and terminations and ensure actions are being executed accurately.
    6. Transferred customers to various insurance agencies.
    7. Obtained client information by answering telephone calls; interviewed clients.
                                    Years of Experience
                                    Experience
                                    5-7 Years
                                    Experience Level
                                    Level
                                    Executive
                                    Education
                                    Education
                                    G.E.D

                                    Transfer Agent Resume

                                    Headline : Seeking a Transfer Agent, responsible for Addressing customer service inquiries in a timely and accurate fashion. Maintaining up-to-date records at all times. Experience in developing effective relationships with all call center departments through clear communication.

                                    Skills : MS Office, Management, Researching.

                                    Description :

                                      1. Reviewed prospectuses and annual reports to ensure accuracy of and provide direction on operational and transfer agent related information
                                      2. Compiled and reviewed of reporting needed to satisfy regulatory requirements, internal client inquiries, and performance calculations
                                      3. Built, maintained, and distributed dividend, product, and fund action calendars
                                      4. Investigated and resolved daily operational queries, issues, and incidents relating to the transfer agent functions
                                      5. Crafted and updated written procedures.
                                      6. Facilitated all aspects of account processing and account distributions.
                                      7. Transferred mutual funds between accounts.
                                      8. Determined eligibility by comparing client information to requirements.
                                    Years of Experience
                                    Experience
                                    5-7 Years
                                    Experience Level
                                    Level
                                    Junior
                                    Education
                                    Education
                                    GED

                                    Transfer Agent Resume

                                    Objective : Hardworking, organized, Transfer Agent professional with a proven background delivering sensible transfer technology solutions on time and under budget while working as a team member.

                                    Skills : Microsoft Word, Customer Service, Computer, Communication.

                                    Description :

                                      1. Partnered with attorneys to accomplish overall organizational goals and success in case of management for one of the largest.
                                      2. Worked with debtors to secure outstanding debt, and gathered information from 3rd parties to assist in collection.
                                      3. Organized and tracked account information.
                                      4. Enhanced attorney effectiveness by supporting diverse collections and legal matters.
                                      5. Drafted, prepared, and filed various documents.
                                      6. Led process and prepared documentation for garnishments.
                                      7. Analyzed financial statements.
                                    Years of Experience
                                    Experience
                                    2-5 Years
                                    Experience Level
                                    Level
                                    Executive
                                    Education
                                    Education
                                    GED

                                    Transfer Agent Resume

                                    Objective : As a Transfer Agent, responsible for Processing the transfer of retirement savings accounts between financial holding companies for advisors and their clients.

                                    Skills : Data Entry, Microsoft Office, Planning.

                                    Description :

                                      1. Operated computers programmed with accounting software to record, store, and analyze information.
                                      2. Checked figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
                                      3. Debited, credited, and total accounts on computer spreadsheets and databases, using specialized software.
                                      4. Calculated, prepared, and issued bills, invoices, account statements, and other financial statements according to established procedures.
                                      5. Calculated and prepared checks for utilities, taxes, and other payments.
                                      6. Reconciled or noted and reported discrepancies found in records.
                                      7. Reconciled records of transactions.
                                    Years of Experience
                                    Experience
                                    2-5 Years
                                    Experience Level
                                    Level
                                    Executive
                                    Education
                                    Education
                                    High School Diploma

                                    Transfer Agent Resume

                                    Objective : As a Transfer Agent, responsible for Receiving inbound and make outbound calls to clients. and also Transfering inbound calls in a timely manner to their appropriate department.

                                    Skills : Inventory Management, Data Entry, Order Tracking, Customer Service, Sales, Marketing, Process Orders, Accounts Receivables/Payable, Procurement, Invoicing, Cash Handling, Communication, Payroll.

                                    Description :

                                      1. Utilized various skip tracing techniques and collection strategies to locate the right parties.
                                      2. Reviewed collection queue to perform collection activities accordingly.
                                      3. Closed a specific number of collection accounts each day to meet the assigned target.
                                      4. Followed legal requirements during debt collections to avoid legal issues.
                                      5. Ensured all customer information is correct, including phone numbers and addresses update accounts as needed.
                                      6. Acted as the liaison between creditors and customers and manages overdue accounts.
                                      7. Monitored the status of accounts to ensure that payments are up to date.
                                    Years of Experience
                                    Experience
                                    2-5 Years
                                    Experience Level
                                    Level
                                    Junior
                                    Education
                                    Education
                                    Master's In Science