Transfer Associate

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Job summary

Raymond James is seeking an administrative professional to support the Account Transfers team in Saint Petersburg, FL. You will review and approve client transfer requests, coordinate with contra firms, verify all required documents, and maintain precise records to ensure timely processing.

Responsibilities include data entry, client communication, and general clerical tasks while contributing to team productivity and customer service excellence.

Qualifications

• Minimum 2+ years in administrative or client services in a professional office.
• Experience in banking/financial services is preferred.
• Experience processing documents and document management is required.
• Strong data entry skills (≥6000 KPH) with high accuracy.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Ability to go above and beyond for customers and maintain professionalism.

Responsibilities

• Reviews and approves client transfer requests to/from contra firms.
• Contacts contra firms by phone to check transfer statuses.
• Verifies all legal documents with client-signed paperwork.
• Reviews transfer forms and letters of authorization.
• Maintains detailed records to meet regulatory timeframes.
• Reconciles client accounts accurately.
• Creates and distributes client correspondence.
• Supports department productivity through meetings and training.
• Responds to mail, calls, and emails with professional service.
• Performs general clerical tasks (faxing, copying, filing).
• Assists other areas when volume is high or staffing is low.
• Performs other duties as assigned.

Skills

Administrative experience

Financial services experience

Document management

Data entry 6000 KPH

MS Office

Communication skills

Professional demeanor

Education

High School Diploma or GED

Tools

Microsoft Office Suite

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

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 skillsAbility 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