Transfer Operations Specialist - Hybrid | Long-Term

Noblesoft Solutions, Inc.; Saint Petersburg (FL); Hybrid; USD 35,000 - 52,000; Full time

Job summary

Noblesoft Solutions, Inc. is seeking an administrative specialist in St. Petersburg, FL. The role supports client account transfers, processes requests, and maintains documentation to ensure timely, accurate handling.

Initially onsite for training (about 4 weeks) then hybrid schedule (onsite 3 days/week). Required: 2+ years in admin or client services, banking/financial services experience, and proficiency with Microsoft Office.

Qualifications

• 2+ years of administrative or client services experience in a professional office.
• Experience in banking or financial services is preferred.
• Proficient data entry and document processing; data entry assessment required.
• Strong written and verbal communication skills.

Responsibilities

• Review and approve client transfer requests between accounts and firms.
• Contact contra firms by phone to check transfer status.
• Verify documents accompanying client-signed transfers.
• Maintain detailed transfer records to meet regulatory timelines.
• Reconcile client accounts accurately.
• Provide proactive client correspondence and help desk support as needed.

Skills

Data entry

MS Office

Communication skills

Customer service

Attention to detail

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Noblesoft Solutions, Inc. is seeking an administrative specialist in St. Petersburg, FL. The role supports client account transfers, processes requests, and maintains documentation to ensure timely, accurate handling.

Initially onsite for training (about 4 weeks) then hybrid schedule (onsite 3 days/week). Required: 2+ years in admin or client services, banking/financial services experience, and proficiency with Microsoft Office.