Account Transfers Specialist

Magnit; Saint Petersburg (FL); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Magnit in Saint Petersburg, FL is seeking an administrative professional to support the Account Transfers team. You will review and approve client transfer requests, contact contra firms about status, and verify all legal documents accompanying client signatures.

Responsibilities include maintaining records, reconciling accounts, distributing client correspondence, and contributing to department productivity through meetings and training.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment
• Experience working in banking or financial services
• Experience processing documents and document management
• Strong data entry skills (6000 KPH with 85% accuracy)
• Basic to intermediate Microsoft Office Suite skills (Outlook, Word, Excel)
• Willingness to go above and beyond for customers
• Proactive problem-solving skills
• Professional demeanor at all times
• Strong written and verbal communication skills
• Minimum of a High School Diploma/GED Completed

Responsibilities

• Reviews and approves client transfer requests to/from contra firms
• Routinely calls contra firms regarding transfer status
• Screens transfer requests and verifies accompanying legal documents
• Maintains detailed records to meet regulatory timelines
• Reconciles client accounts accurately
• Creates and distributes client correspondence
• Supports department productivity through meetings and training
• Answers mail, phone, and email inquiries with Service 1st professionalism
• Performs general clerical activities (faxing, copying, filing)
• Assists other areas during high volume or staffing shortages
• Performs other duties as assigned

Skills

Admin experience

Banking knowledge

Document management

Data entry

MS Office

Communication

Education

High School Diploma

Job description

Magnit in Saint Petersburg, FL is seeking an administrative professional to support the Account Transfers team. You will review and approve client transfer requests, contact contra firms about status, and verify all legal documents accompanying client signatures.

Responsibilities include maintaining records, reconciling accounts, distributing client correspondence, and contributing to department productivity through meetings and training.