Job Title: Transfer Associate
Client Location: St. Petersburg, FL. (Hybrid)
Duration: Long TermWill work fully onsite each day for training (around 4 weeks)
Will work a hybrid schedule once training is complete- onsite 3 days per week
Job Description:- Reviews and approve client requests to transfer accounts to and from contra firms
- Routinely make phone calls to the contra firms regarding status of transfers
- Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
- Scrutinizes information contained in all types of transfer forms and letters of authorization
- Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
- Reconciles client accounts accurately
- Effectively creates and distributes client correspondence
- Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
- Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
- Performs general clerical activities, including faxing, copying and filing
- Assists other areas of the department with various functions when volume is high and/or staffing levels are low
- Performs other duties and responsibilities as assigned
Work Schedule: 8am-5pm, Monday through Friday
Qualifications:- 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
- Experience working in banking or financial services
- Experience processing documents/ document management
Strong 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 customers
Proactive problem solving skills
Ability to maintain a professional demeanor at all times
Strong written and verbal communication skills
Education: Minimum of a High School Diploma/GED Completed
