Transfer Associate

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

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Magnit in Saint Petersburg, FL is seeking an administrative professional to support the Account Transfers team. You will review and approve client transfer requests, contact contra firms about status, and verify all legal documents accompanying client signatures.

Responsibilities include maintaining records, reconciling accounts, distributing client correspondence, and contributing to department productivity through meetings and training.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment
• Experience working in banking or financial services
• Experience processing documents and document management
• Strong data entry skills (6000 KPH with 85% accuracy)
• Basic to intermediate Microsoft Office Suite skills (Outlook, Word, Excel)
• Willingness to go above and beyond for customers
• Proactive problem-solving skills
• Professional demeanor at all times
• Strong written and verbal communication skills
• Minimum of a High School Diploma/GED Completed

Responsibilities

• Reviews and approves client transfer requests to/from contra firms
• Routinely calls contra firms regarding transfer status
• Screens transfer requests and verifies accompanying legal documents
• Maintains detailed records to meet regulatory timelines
• Reconciles client accounts accurately
• Creates and distributes client correspondence
• Supports department productivity through meetings and training
• Answers mail, phone, and email inquiries with Service 1st professionalism
• Performs general clerical activities (faxing, copying, filing)
• Assists other areas during high volume or staffing shortages
• Performs other duties as assigned

Skills

Admin experience

Banking knowledge

Document management

Data entry

MS Office

Communication

Education

High School Diploma

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 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