Transfer Associate (Financial Services)
revolution technologiesTampa, FL
Transfer Associate (Financial Services)
revolution technologiesTampa, FLJunior L3
APPLY NOW (opens in a new tab)Contract - 6 months+Pay rate - 24/hFull-time role for candidates local to St. Petersburg, FLWill work fully onsite each day for training (around 4 weeks) Will work a hybrid schedule once training is complete- onsite 3 days per week Opportunity for extension or conversion based on attendance/performance Laptop provided
Job Summary: This person will be responsible for supporting the Account Transfers team.
Job Duties:
- 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
- Experience working in banking or financial services
- Experience processing documents/ document management
- Strong data entry skills
- 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
Matching similar jobs
Level
Junior L3
Location
Tampa, FL
Occupation
Financial Clerks, All Other
Industry
Miscellaneous Intermediation
Posted
19 days ago