Transfer Associate

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

Job summary

Magnit in Memphis, TN seeks a detail-oriented professional to support the Account Transfers team. Responsibilities include reviewing and approving transfer requests, contacting contra firms, verifying documents, and maintaining accurate records to meet regulatory timelines.

The ideal candidate brings at least 2 years of administrative or client services experience, familiarity with banking or financial services, and strong data entry and MS Office skills.

Qualifications

• 2+ years of administrative or client services experience in a professional office.
• Experience in banking or financial services.
• Experience processing documents and document management.
• Data entry skills with high speed and accuracy (≥6000 KPH at 85%+).
• Basic to intermediate Microsoft Office skills (Outlook, Word, Excel).
• Willingness to go above and beyond for customers, proactive problem solving, and professional demeanor.

Responsibilities

• Review and approve client transfer requests to/from contra firms.
• Routinely call contra firms to check transfer status.
• Verify all documents accompanying client-signed forms.
• Scrutinize transfer forms and letters of authorization.
• Maintain detailed records to meet regulatory timeframes.
• Reconcile client accounts accurately.
• Create and distribute client correspondence.
• Assist management to improve department productivity via meetings and training.
• Answer mail, phone, and email inquiries with professional service.

Skills

Data entry

Customer service

Proactive problem solving

Professional demeanor

Strong written and verbalcommunication

Attention to detail

Willingness to go above and beyond

Education

High School Diploma/GED

Tools

Microsoft Office

Job description

Job Summary

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

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 authorizationir
• 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