Finance Associate

Revolution Technologies; Saint Petersburg (FL); Hybrid; USD 33,062 - 41,328; Full time

Job summary

Revolution Technologies is seeking a Transfer Associate in St. Petersburg, FL, offering $24/hour. This position requires supporting the Account Transfers team with various responsibilities including client correspondence and data management.

Candidates should have 2+ years of administrative experience and strong data entry skills. The job involves full onsite training and a hybrid schedule afterward, ensuring a professional work environment with opportunities for growth.

Qualifications

• 2+ years of recent administrative or client services experience within a professional office environment.
• Experience working in banking or financial services.
• Strong data entry skills with a minimum score of 6000 KPH at 85% accuracy.

Responsibilities

• Support the Account Transfers team.
• Review and approve client account transfer requests.
• Respond to mail, phone, and email inquiries professionally.

Skills

Administrative or client services experience

Experience in banking or financial services

Document management

Data entry skills

Microsoft Office Suite

Problem-solving skills

Professional demeanor

Communication skills

Education

High School Diploma/GED

Job description

***** NO THIRD-PARTY RESUMES PLEASE. *****

Transfer Associate

$24/hour W-2

Location: St. Petersburg, FL

6+ months – opportunity for extension or conversion for good attendance and performance

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

Work Schedule: 8am-5pm, Monday through Friday

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 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

Skills: 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 - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Be sure to include the results at the top of the candidate's resume.
• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
• Willingness to go above and beyond for customers
• Proactive problem-solving skills
• Ability to maintain a professional demeanor at all times
• Strong written and verbal communication skills

Education

Minimum of a High School Diploma/GED Completed