Transfer Associate USC​/GC W2

Position: Transfer Associate (Hybrid role- Only USC/GC on W2) Full-time role for candidates local to St. Petersburg, FL 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 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 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 – suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Include results at the top of resume. • Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) • Willingness to go above and beyond for customers • Ability to maintain a professional demeanor at all times • Strong written and verbal communication skills Education Minimum of a High School Diploma/GED Completed #J-18808-Ljbffr