Transfer Associate

MUST HAVES:

1. 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
2. Experience working in banking or financial services
3. Experience processing documents/ document management
4. Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)

*Minimum Highschool Diploma or GED

Description

Job Summary: This person will be responsible for supporting the Account Transfers team.

Essential Duties & Responsibilities:

• 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

Experience Level

Entry Level

This is a Contract to Hire position based out of St. Petersburg, FL.

The pay range for this position is $24.00 - $24.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in St. Petersburg,FL.

This position is anticipated to close on Jun 17, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.