On-site Contract Mutual Fund Transfer Analyst

BNY; Town of Florida (NY); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Contract assignment via Tundra

Job summary

BNY is hiring for a Mutual Fund Transfer role on-site at 300 Building, Lake Mary, FL (4 days per week) with potential for extension. The team processes transfer requests between Pershing and directly held fund companies in a stable environment designed for growth.

This is a contract assignment with Tundra Technical Solutions. Pay ranges from 24–30 USD hourly, with responsibilities including reviewing forms, handling documentation, and protecting sensitive financial information.

Qualifications

• Demonstrates excellent attention to detail.
• Able to manage multiple tasks with deadlines in a structured environment.
• Reliable and punctual with strong communication.
• Comfortable handling sensitive financial information.
• Strong written and verbal communication skills.
• Proficient with Excel and Outlook.

Responsibilities

• Mutual Fund Transfer Processing: Review incoming transfer forms for accuracy and completeness, ensuring documentation is in good order prior to release.
• Work Basket Management: Process a high-volume work basket, reviewing transfer documentation and releasing transfers for processing (100+ documents per day).
• Transfer Requests & Follow-Ups: Fax and email transfer requests to fund companies, monitor in-process transfers, and follow up as needed.
• Client & Account Support: Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.
• Operational Execution: Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.

Skills

Attention to detail

Time management

Reliability

Confidential data handling

Communication skills

Tools

Excel

Outlook

Job description

BNY is hiring for a Mutual Fund Transfer role on-site at 300 Building, Lake Mary, FL (4 days per week) with potential for extension. The team processes transfer requests between Pershing and directly held fund companies in a stable environment designed for growth.

This is a contract assignment with Tundra Technical Solutions. Pay ranges from 24–30 USD hourly, with responsibilities including reviewing forms, handling documentation, and protecting sensitive financial information.