Transfer Associate (Financial Services)

Contract - 6 months+Pay rate - 24/h

Interested in this role You can find all the relevant information in the description below.
Full-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 weekOpportunity for extension or conversion based on attendance/performanceLaptop 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 firmsRoutinely make phone calls to the contra firms regarding status of transfersScreens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documentsScrutinizes information contained in all types of transfer forms and letters of authorizationMaintains detailed records/notes to ensure all client requests are completed within regulated time allotmentReconciles client accounts accuratelyEffectively creates and distributes client correspondenceAssists management to improve department productivity through participation in unit meetings, ongoing training and self-developmentAnswers mail, phone calls and email inquiries with exemplary Service 1st professionalismPerforms general clerical activities, including faxing, copying and filingAssists other areas of the department with various functions when volume is high and/or staffing levels are lowPerforms other duties and responsibilities as assigned
Work Schedule: 8am-5pm, Monday through Friday
Qualifications: xzbcwsv 2+ years of recent administrative or client services experience within a professional office environmentExperience working in banking or financial servicesExperience processing documents/ document managementStrong data entry skillsBasic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)Willingness to go above and beyond for customersProactive problem solving skillsAbility to maintain a professional demeanor at all timesStrong written and verbal communication skills