Transfer Associate (Need Local to St Petersburg, FL)

Job Description

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

Technical Skills

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• 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
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• Experience working in banking or financial services
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• Experience processing documents/ document management
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• 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.
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• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
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• Willingness to go above and beyond for customers
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• Proactive problem solving skills
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• Ability to maintain a professional demeanor at all times
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• Strong written and verbal communication skills
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Responsibilities

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• Reviews and approve client requests to transfer accounts to and from contra firms
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• Routinely make phone calls to the contra firms regarding status of transfers
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• Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
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• Scrutinizes information contained in all types of transfer forms and letters of authorization
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• Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
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• Reconciles client accounts accurately
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• Effectively creates and distributes client correspondence
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• Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
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• Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
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• Performs general clerical activities, including faxing, copying and filing
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• Assists other areas of the department with various functions when volume is high and/or staffing levels are low
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• Performs other duties and responsibilities as assigned
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