Transfer Associate
TEKsystems · St. Petersburg, FL
- On site
- Contract
- $50,000 / year
- St. Petersburg, FL
Job highlights
- Support account transfers team.
- Process client account transfer requests.
- Communicate with external firms.
- Maintain detailed client records.
- Handle general clerical duties.
About the role
Transfer Associate
Job Summary
This position will be responsible for supporting the Account Transfers team in reviewing and approving client requests to transfer accounts. The role involves meticulous document processing, communication with external firms, and ensuring compliance with regulated timeframes.
Essential Duties & Responsibilities
- Reviews and approves client requests to transfer accounts to and from contra firms.
- Routinely makes phone calls to contra firms regarding the status of transfers.
- Screens incoming or outgoing client requests and verifies all necessary 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.
- 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.
Requirements
- 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.
Experience Level
Entry Level
Job Type & Location
This is a Contract to Hire position based out of St. Petersburg, FL.
Pay And Benefits
The pay range for this position is $24.00 - $24.00/hr. 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 medical, dental & vision, Critical Illness, Accident, and Hospital, 401(k) Retirement Plan, Life Insurance, Short and long-term disability, Health Spending Account (HSA), Transportation benefits, Employee Assistance Program, and Time Off/Leave (PTO, Vacation or Sick Leave).
Workplace Type
This is a hybrid position in St. Petersburg, FL.
Application Deadline
This position is anticipated to close on Jun 17, 2026.
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 regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Key skills/competency
- Transfer Associate
- Administrative Support
- Client Services
- Document Management
- Financial Services
- Microsoft Office Suite
- Account Reconciliation
- Clerical Activities
- Communication
- Professionalism
Skills & topics
- Transfer Associate
- Administrative Support
- Client Services
- Document Processing
- Financial Services
- Account Transfers
- Clerical
- Microsoft Office
- Data Entry
- Compliance
How to get hired
- Tailor your resume: Highlight administrative and client services experience, financial services background, and document management skills.
- Emphasize relevant software skills: Showcase your proficiency in Microsoft Office Suite (Outlook, Word, Excel).
- Quantify achievements: Use numbers to demonstrate your impact in previous roles, especially in processing or client service.
- Review company values: Align your application with TEKsystems' focus on partnership and transformation.
- Prepare for interview questions: Be ready to discuss your experience with document processing and client interactions.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the primary responsibilities of a Transfer Associate at TEKsystems?
- As a Transfer Associate at TEKsystems, your primary responsibilities will involve supporting the Account Transfers team by reviewing and approving client account transfer requests, communicating with external firms, verifying legal documentation, maintaining accurate records, and performing general clerical duties. You will also be responsible for reconciling client accounts and responding to client inquiries professionally.
- What experience is required for the Transfer Associate position at TEKsystems?
- TEKsystems requires candidates for the Transfer Associate role to have at least 2 years of recent administrative or client services experience in a professional office setting (excluding healthcare). Experience in banking or financial services, along with proficiency in document processing and basic to intermediate Microsoft Office Suite skills, is also essential. A High School Diploma or GED is the minimum educational requirement.
- Is the Transfer Associate position at TEKsystems a remote or hybrid role?
- The Transfer Associate position at TEKsystems is a hybrid role based in St. Petersburg, FL. This means you will be expected to work from the office some days and remotely on others, as per the company's hybrid work policy.
- What is the pay rate for the Transfer Associate role at TEKsystems?
- The pay range for the Transfer Associate position at TEKsystems is $24.00 per hour. This is a contract-to-hire position.
- What benefits are offered for the contract-to-hire Transfer Associate position at TEKsystems?
- For eligible employees in this contract-to-hire role, TEKsystems may offer benefits such as medical, dental, and vision insurance, critical illness, accident, and hospital coverage, a 401(k) retirement plan with pre-tax and Roth options, life insurance, short and long-term disability, a Health Spending Account (HSA), transportation benefits, an Employee Assistance Program, and paid time off/leave.
- How can I best prepare my resume for the Transfer Associate job at TEKsystems?
- To prepare your resume for the Transfer Associate position at TEKsystems, focus on highlighting your 2+ years of administrative or client services experience, specifically mentioning any background in banking or financial services. Detail your experience with document processing and management. Ensure your Microsoft Office Suite skills (Outlook, Word, Excel) are clearly listed with your proficiency level.