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Transfer Associate

Company: Careerbuilder-US
Location: Saint Petersburg
Posted on: September 24, 2022

Job Description:

LHH Recruitment Solutions is hiring for a Hybrid position based in St. Petersburg, FL. This is a temp position with strong possibility for temp to hire and working only 2 days a week on-site. If you have experience in financial services, this is great opportunity to work with one of the leaders in Financial services. Responsibilities:

  • Reviews and approve client requests to transfer accounts to and from other brokerage firms
  • Routinely make phone calls to the brokerage firms regarding status of transfers
  • Screens incoming or outgoing client requests and verifies legal documentation
  • 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
  • Answers mail, phone calls and email inquiries
  • Performs general clerical activities, including faxing, copying and filing Skills Qualifications
    • 2+ years of recent administrative or client services experience within a professional office environment, preferably banking or financial services
    • Experience processing documents/ document management
    • Strong data entry skills and Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) Employment Type: Temp, Temp to hire, Hybrid - 2 days a week onsite in St. Petersburg, FL, 40 hours work week 8:00 am to 5:00 pm EST, Monday through Friday.Job Requirements:LHH Recruitment Solutions is hiring for a Hybrid position based in St. Petersburg, FL. - This is a temp position with strong possibility for temp to hire and working only 2 days a week on-site. If you have experience in financial services, this is great opportunity to work with one of the leaders in Financial services. Responsibilities:
      • Reviews and approve client requests to transfer accounts to and from other brokerage firms
      • Routinely make phone calls to the brokerage firms regarding status of transfers
      • Screens incoming or outgoing client requests and verifies legal documentation
      • 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
      • Answers mail, phone calls and email inquiries
      • Performs general clerical activities, including faxing, copying and filing Skills Qualifications
        • 2+ years of recent administrative or client services experience within a professional office environment, preferably banking or financial services
        • Experience processing documents/ document management
        • Strong data entry skills and Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) Employment Type: - Temp, Temp to hire, Hybrid - 2 days a week onsite in St. Petersburg, FL, 40 hours work week 8:00 am to 5:00 pm EST, Monday through Friday.

Keywords: Careerbuilder-US, Bradenton , Transfer Associate, Other , Saint Petersburg, Florida

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