Transfer Associate

Raymond James; Memphis (TN); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Raymond James in Memphis is seeking an Account Transfers Assistant to support the Transfers team. You will review and approve client transfer requests to and from contra firms, call firms to check status, and verify all required legal documents accompanying client signatures.

You will maintain detailed records, reconcile accounts, and produce client communications while upholding Service 1st professionalism.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment (not healthcare)
• Experience working in banking or financial services
• Experience processing documents and document management
• Strong data entry skills (at least 6000 KPH with 85% accuracy)
• Proficient with Microsoft Office Suite (Outlook, Word, Excel)

Responsibilities

• Reviews and approves client transfer requests to move accounts to and from contra firms
• Routinely contacts contra firms regarding transfer status
• Screens incoming/outgoing requests and verifies legal documentation
• Maintains detailed records to meet regulatory timeframes
• Reconciles client accounts
• Creates and distributes client correspondence
• Supports department productivity through meetings and training
• Handles inquiries with Service 1st professionalism
• Performs general clerical tasks (faxing, copying, filing)
• Assists other areas when volume is high or staff is low

Skills

Admin experience

Banking industry

Document management

Fast data entry

MS Office

Communication

Problem solving

Education

High School Diploma/GED

Tools

Outlook

Word

Excel

Job description

Job Summary

This person will be responsible for supporting the Account Transfers team.

• Reviews and approves client requests to transfer accounts to and from contra firms
• Routinely makes phone calls to the contra firms regarding the 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 the 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

Essential Duties And Responsibilities

• Reviews and approves client requests to transfer accounts to and from contra firms
• Routinely makes phone calls to the contra firms regarding the 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 the 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

Knowledge, Skills, And Abilities

• 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
• 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
• Minimum of a High School Diploma/GED completed

This is the pay range that Magnit reasonably expects to pay for this position: $18.00/hour - $24.00/hour

Benefits: Medical, Dental, Vision, 401K