Transfer Operations Specialist (Hybrid, Memphis)

Noblesoft Solutions, Inc.; Memphis (TN); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Noblesoft Solutions, Inc. in Memphis, TN is seeking an experienced administrative professional for a long-term, on-site training phase followed by a hybrid schedule (onsite 3 days/week).

The role focuses on client services, banking/financial services experience, and document management, with a strong emphasis on data entry and professional communication. Locals only, USC/GC on W2 preferred.

Qualifications

• 2+ years of administrative or client services experience in a professional office
• Experience working in banking or financial services
• Experience processing documents/ document management
• Strong data entry skills; candidates must score at least 6000 KPH with 85% accuracy and include results at the top of the 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

• Review and approve client transfer requests to/from contra firms
• Routinely call contra firms regarding transfer status
• Verify all legal documentation with client signed documents
• Scrutinize transfer forms and letters of authorization
• Maintain detailed records/notes to ensure timely completion
• Reconcile client accounts accurately
• Create and distribute client correspondence
• Assist management to improve department productivity in meetings and training
• Answer mail, phone, and email inquiries with Service 1st professionalism
• Perform general clerical activities (faxing, copying, filing)
• Assist other areas of the department when volume is high
• Perform other duties as assigned

Skills

2+ years administrative experience

client services

banking/financial services experience

document management

data entry

Microsoft Office

customer service

professional demeanor

written and verbal communication

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Noblesoft Solutions, Inc. in Memphis, TN is seeking an experienced administrative professional for a long-term, on-site training phase followed by a hybrid schedule (onsite 3 days/week).

The role focuses on client services, banking/financial services experience, and document management, with a strong emphasis on data entry and professional communication. Locals only, USC/GC on W2 preferred.