Transfer Associate (6000)

NextPath Workforce Solutions; Saint Petersburg (FL); On-site; USD 30,000 - 33,000; Full time

Job summary

NextPath Workforce Solutions seeks a Transfer Associate to join our client’s team in St. Petersburg, Florida. This onsite, contract role supports banking and financial services clients by handling account transfers, document verification, and client communications.

Applicants should have 2+ years of admin or client services experience, strong data-entry (6000 KPH, 85% accuracy), and proficiency with Microsoft Office. The position offers an hourly rate based on experience.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment
• Experience working in banking or financial services
• Able to process and manage documents and document management tasks
• Strong data entry skills: 6000 KPH with 85% accuracy
• Proficient with Microsoft Office (Outlook, Word, Excel) and willing to go above and beyond for customers

Responsibilities

• Review and approve client transfer requests
• Call to confirm transfer statuses with contra firms
• Screen and verify legal documentation for transfers
• Check transfer forms and letters of authorization for accuracy
• Maintain records and notes for timely completion of requests
• Reconcile client accounts accurately
• Create and distribute client correspondence
• Assist management to improve productivity through meetings and training
• Respond to mail, phone, and email inquiries professionally
• Perform general clerical duties (faxing, copying, filing)

Skills

Administrative experience

Banking/financial services

Data entry

Customer service

Document management

Tools

Microsoft Office Suite

Job description

NextPath Workforce Solutions is currently seeking a Transfer Associate to join our client’s team in St. Petersburg, Florida. This is an onsite, contract position.

SALARY: $22-$24 per hour (depending on experience). Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS

• 2+ years of recent administrative or client services experience within a professional office environment (not healthcare)
• Experience working in banking or financial services
• Ability to process and manage documents and document management tasks
• Strong data entry skills, with a minimum score of 6000 KPH and 85% accuracy on data entry assessments
• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
• Willingness to go above and beyond for customers

RESPONSIBILITIES

• Review and approve client requests to transfer accounts
• Make calls to confirm transfer statuses with contra firms
• Screen incoming and outgoing client requests and verify legal documentation
• Examine transfer forms and letters of authorization for accuracy
• Maintain detailed records and notes to ensure timely completion of client requests
• Reconcile client accounts accurately
• Create and distribute client correspondence
• Assist management to improve department productivity through participation in meetings and training
• Respond to mail, phone, and email inquiries professionally
• Perform general clerical activities such as faxing, copying, and filing

NEXTPATH WORKFORCE SOLUTIONS

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles. If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. We are an Equal Opportunity Employer.