Transfer Associate

Position: Transfer Associate

Location: St. Petersburg, 33716

Pay: Approximately $15.00-$17.00/hourly

Position type: Contract, may go contract-to-hire


Job Description:

  • Reviews and approve client requests to transfer accounts to and from contra firms
  • 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  • Assists management in identifying procedures and policies that are outdated or ineffective
  • 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 box count on a rotational schedule when needed
  • Occasionally leads monthly functional team meetings
  • Performs other duties and responsibilities as assigned



  • HS Diploma or equivalent
  • 2+ years of administrative or client services experience within a professional office environment
  • Experience processing documents 
  • Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
  • Willingness to go above and beyond for customers 
  • Proactive problem-solving skills 
  • Ability to maintain a professional demeanor always
  • Strong written and verbal communication skills 



City/State/Zip:St. Petersburg, Florida 33716
Job ID:11511

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