Account Transfers Specialist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Job summary

Raymond James is seeking an administrative professional to support the Account Transfers team in Saint Petersburg, FL. You will review and approve client transfer requests, coordinate with contra firms, verify all required documents, and maintain precise records to ensure timely processing.

Responsibilities include data entry, client communication, and general clerical tasks while contributing to team productivity and customer service excellence.

Qualifications

• Minimum 2+ years in administrative or client services in a professional office.
• Experience in banking/financial services is preferred.
• Experience processing documents and document management is required.
• Strong data entry skills (≥6000 KPH) with high accuracy.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Ability to go above and beyond for customers and maintain professionalism.

Responsibilities

• Reviews and approves client transfer requests to/from contra firms.
• Contacts contra firms by phone to check transfer statuses.
• Verifies all legal documents with client-signed paperwork.
• Reviews transfer forms and letters of authorization.
• Maintains detailed records to meet regulatory timeframes.
• Reconciles client accounts accurately.
• Creates and distributes client correspondence.
• Supports department productivity through meetings and training.
• Responds to mail, calls, and emails with professional service.
• Performs general clerical tasks (faxing, copying, filing).
• Assists other areas when volume is high or staffing is low.
• Performs other duties as assigned.

Skills

Administrative experience

Financial services experience

Document management

Data entry 6000 KPH

MS Office

Communication skills

Professional demeanor

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Raymond James is seeking an administrative professional to support the Account Transfers team in Saint Petersburg, FL. You will review and approve client transfer requests, coordinate with contra firms, verify all required documents, and maintain precise records to ensure timely processing.

Responsibilities include data entry, client communication, and general clerical tasks while contributing to team productivity and customer service excellence.