Transfer Associate-(Hybrid-St. Petersburg, FL)

Job Title: Transfer Associate

Client Location: St. Petersburg, FL. (Hybrid)

Duration: Long Term

Will 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