Transfer Associate

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
Description
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 detaile...

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