Transfer Associate (Need Local to St Petersburg, FL)

Will work fully onsite each day for training (around 4 weeks) Will work a hybrid schedule once training is complete- onsite 3 days per weekTechnical Skills 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare) Experience working in banking or financial servicesExperience processing documents/ document managementStrong data entry skills - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Be sure to include the results at the top of the candidate's resume. Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) Willingness to go above and beyond for customersProactive problem solving skillsAbility to maintain a professional demeanor at all timesStrong written and verbal communication skillsResponsibilitiesReviews and approve client requests to transfer accounts to and from contra firmsRoutinely make phone calls to the contra firms regarding status of transfersScreens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documentsScrutinizes information contained in all types of transfer forms and letters of authorizationMaintains detailed records/notes to ensure all client requests are completed within regulated time allotmentReconciles client accounts accuratelyEffectively creates and distributes client correspondenceAssists management to improve department productivity through participation in unit meetings, ongoing training and self-developmentAnswers mail, phone calls and email inquiries with exemplary Service 1st professionalismPerforms general clerical activities, including faxing, copying and filingAssists other areas of the department with various functions when volume is high and/or staffing levels are lowPerforms other duties and responsibilities as assigned