Transfer Associate (Financial Services)

Revolution Technologies; Saint Petersburg (FL); Sur place; USD 42 000 - 52 000; Plein temps

Avantages offerts par ce poste

Laptop provided

Résumé du poste

Revolution Technologies in Saint Petersburg, FL is seeking a detail-oriented professional to support the Account Transfers team. The role starts full-time with onsite training for about four weeks, followed by a hybrid schedule (onsite 3 days per week).

Laptop provided and opportunity for extension based on attendance and performance. The position involves reviewing transfer requests, communicating with contra firms, validating documents, and maintaining detailed records to ensure timely

Qualifications

• 2+ years of administrative or client services experience in a professional office.
• Experience in banking or financial services is preferred.
• Experience handling documents and records management.
• Strong written and verbal communication abilities.

Responsabilités

• Review and approve client transfer requests to/from contra firms.
• Make routine phone calls to contra firms regarding status of transfers.
• Verify legal documents and client signatures accompanying transfer requests.
• Maintain accurate records and notes for regulatory timeframes.
• Reconcile client accounts and prepare client correspondence.
• Support department productivity through meetings and training.

Connaissances

Administrative experience

Banking/financial services

Document management

Communication skills

Outils

Microsoft Office

Description du poste

Full-time role for candidates local to St. Petersburg, FL

Will work fully onsite each day for training (around 4 weeks)

Will work a hybrid schedule once training is complete- onsite 3 days per week

Opportunity for extension or conversion based on attendance/performance

Laptop provided

Job Summary

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

Job Duties

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

Work Schedule

8am-5pm, Monday through Friday

Qualifications

• 2+ years of recent administrative or client services experience within a professional office environment
• Experience working in banking or financial services
• Experience processing documents/ document management
• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
• Willingness to go above and beyond for customers
• Ability to maintain a professional demeanor at all times
• Strong written and verbal communication skills