There is more than meets the eye when it comes to being a transfer agent. For example, did you know that they make an average of $12.03 an hour? That's $25,018 a year! Between 2018 and 2028, the career is expected to grow 10% and produce 47,700 job opportunities across the U.S.
- Salary$25,018
- Growth Rate10%
- Jobs Number28,396
- Most Common SkillCustomer Service
- Most Common DegreeBachelor's degree
- Best StateRhode Island
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Transfer Agent career paths
In addition to switching up your job search, it might prove helpful to look at a career path for your specific job. Now, what's a career path you ask? Well, it's practically a map that shows how you might advance from one job title to another. Our career paths are especially detailed with salary changes. So, for example, if you started out with the role of assistant manager you might progress to a role such as sales manager eventually. Later on in your career, you could end up with the title account manager.
Transfer Agent
Average transfer agent salary
The average Transfer Agent salary in the United States is $25,018 per year or $12 per hour. Transfer agent salaries range between $18,000 and $33,000 per year.
Average
Transfer Agent
Salary
$25,018Yearly
$12.03
hourly
What Am I Worth?
Transfer Agent skills and job requirements
The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 27.4% of transfer agents listed customer service on their resume, but soft skills such as detail oriented and math skills are important as well.
Transfer Agent skills
- Customer Service
- Inbound Calls
- Outbound Calls
- TA
- Debt Collection
- Transferring Calls
- Stock Certificates
- Legal Transfers
- Computer Applications
- Corporate Actions
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.
Transfer Agent responsibilities
The role of a transfer agent includes a wide range of responsibilities. These responsibilities can vary based on an individual's specific job, company, or industry. Here are some general transfer agent responsibilities.
- Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
- Adhere to FDCPA regulations, federal, state and local law provisions.
- Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
- Provide information to clients on Fidelityproducts, services, operational procedures, including 401k, transaction and NAV quotes.
Transfer Agent education
If you're interested in becoming a transfer agent, one of the first things to consider is how much education you need. We've determined that 42.8% of transfer agents have a bachelor's degree.
We found that 5.6% of transfer agents have master's degrees. Even though some transfer agents have a college degree, it's possible to become one with only a high school degree or GED.
The most common majors for transfer agents are business, finance, and psychology.
Transfer Agent majors
33.3
%
8.2
%
7.1
%
Transfer Agent degrees
Bachelor's
42.8
%
High School Diploma
22.4
%
Associate
19.5
%
How do transfer agents rate their job?
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Updated December 8, 2023
