Transfer Specialist

TEKsystems; Tampa (FL); Hybrid; USD 27,000 - 39,000; Full time

Job summary

TEKsystems in Tampa, FL, is seeking an administrative professional to support the Account Transfers team. The role starts with 4 weeks of on-site training and then moves to a hybrid schedule (T/W/TH on-site; M/F remote) with hours 8:00 am–5:00 pm.

The position is Contract to Hire in Tampa, offering a $24.00/hour pay rate and benefits eligibility. A 6-month duration with C2H eligibility is noted.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment (not healthcare).
• Experience working in banking or financial services.
• Experience processing documents and document management.
• Basic to intermediate skills with Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Review and approve client transfer requests to/from contra firms.
• Routinely contact contra firms regarding transfer status.
• Verify legal documents accompanying client signed transfers.
• Scrutinize transfer forms and letters of authorization.
• Maintain detailed records to complete requests within regulatory timeframes.
• Reconcile client accounts accurately.
• Create and distribute client correspondence.
• Support department productivity through meetings and training.
• Answer mail, calls and emails with professional service.
• Perform general clerical tasks (faxing, copying, filing).
• Assist others during high volume or low staffing periods.

Skills

Administrative experience

Banking/financial services

Document processing

MS Office

Education

High School Diploma or GED

Tools

MS Office Suite

Job description

Pay Rate: $24.00

Duration: 6 mo C2H eligibility

Location/Work

Environment: 4 week on-site training

THEN Hybrid3 days on-site (T/W/TH); M/F Remote 8am 5pm in St. Pete, FL

MUST HAVES:

• 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

• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)

  *Minimum Highschool Diploma or GED

Job Summary:

This person will be responsible for supporting the

Account Transfers team.

Essential Duties & 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

Job Type & Location

This is a Contract to Hire position based out of Tampa, FL.

Pay and Benefits

The pay range for this position is $24.00 - $24.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of Tampa, FL.

Application Deadline

This position is anticipated to close on Oct 30, 2026.

Workplace Type

This is a hybrid position in Tampa,FL.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.