Transfer Associate (Need Local to Memphis, TN)

Noblesoft Solutions, Inc.; Memphis (TN); Ibrido; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Noblesoft Solutions, Inc. in Memphis, TN is seeking an organized administrative professional to support client services and document management. The role begins onsite for training (about 4 weeks) and moves to a hybrid schedule (onsite 3 days/week) after training.

You will handle transfers between firms, review requests, maintain records, and assist with departmental productivity. Strong data entry and communication skills are essential.

Competenze

• 2+ years of administrative or client services experience in a professional office.
• Experience in banking or financial services.
• Experience processing documents and document management.
• Strong data entry skills with a performance assessment requirement.

Mansioni

• Reviews and approves client transfer requests to/from contra firms.
• Routinely call contra firms about transfer status.
• Verify legal documents that accompany client signed forms.
• Scrutinize transfer forms and letters of authorization.
• Maintain detailed records to meet regulated timeframes.
• Reconcile client accounts accurately.
• Create and distribute client correspondence.
• Support management to improve department productivity.
• Answer mail, calls and emails with Professional Service.
• Perform clerical tasks including faxing, copying and filing.
• Assist other areas when volume is high or staff is low.
• Perform other duties as assigned.

Conoscenze

Data entry

Customer service

Communication

Microsoft Office

Strumenti

Microsoft Office Suite

Descrizione del lavoro

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

Technical Skills

• 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 - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Be sure to include the results at the top of the candidate's resume.
• 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

Responsibilities

• 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