Transfer Associate
TEKsystems · St. Petersburg, FL
- On site
- Contract
- $49,920 / year
- St. Petersburg, FL
Job highlights
- Support account transfers team operations.
- Process client requests and verify documentation.
- Communicate with external financial firms.
- Maintain detailed client account records.
- Perform administrative and clerical duties.
About the role
Transfer Associate
TEKsystems is seeking a motivated individual to join their Account Transfers team as a Transfer Associate. This role is crucial in ensuring the smooth and compliant transfer of client accounts.
About the Role
The Transfer Associate will be responsible for supporting the Account Transfers team by reviewing and approving client requests to transfer accounts to and from contra firms. This involves direct communication with contra firms to ascertain the status of transfers, screening incoming and outgoing client requests, and meticulously verifying all necessary legal documentation, including client-signed documents and transfer forms.
Key Responsibilities
- Review and approve client requests for account transfers.
- Communicate with contra firms regarding the status of transfers.
- Screen client requests and verify legal documentation.
- Scrutinize information on transfer forms and letters of authorization.
- Maintain detailed records and notes to ensure timely completion of requests.
- Reconcile client accounts accurately.
- Create and distribute client correspondence.
- Assist management in improving department productivity.
- Respond to mail, phone, and email inquiries with professionalism.
- Perform general clerical activities such as faxing, copying, and filing.
- Assist other department areas during high-volume periods or when staffing is low.
- Perform other duties as assigned.
Qualifications
- Minimum High School Diploma or GED.
- 2+ years of recent administrative or client services experience in a professional office environment (not healthcare).
- Experience working in banking or financial services.
- Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel).
Job Type & Location
This is a Contract to Hire position located in St. Petersburg, FL. The workplace type is hybrid.
Pay And Benefits
The pay range for this position is $24.00 - $24.00/hr. Benefits 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).
Key Skills/ Competency
- Administrative Support
- Client Services
- Financial Services
- Document Management
- Microsoft Office Suite
- Account Transfers
- Compliance
- Record Keeping
- Communication
- Problem-Solving
Skills & topics
- Transfer Associate
- Administrative Assistant
- Client Services
- Financial Services
- Document Management
- Account Transfers
- Microsoft Office
- Hybrid Work
- St. Petersburg
- Contract to Hire
How to get hired
- Tailor your resume: Highlight 2+ years of administrative/client services, financial services, and document management experience.
- Showcase technical skills: Emphasize your proficiency in Microsoft Office Suite (Outlook, Word, Excel).
- Address hybrid work: Confirm your ability to work a hybrid schedule in St. Petersburg, FL.
- Prepare for interviews: Be ready to discuss your experience with client requests and regulatory compliance.
- Apply promptly: Submit your application before the anticipated closing date of June 17, 2026.
Technical preparation
Master Microsoft Outlook, Word, and Excel.,Practice document processing and management.,Familiarize yourself with financial services forms.,Review client account reconciliation methods.
Behavioral questions
Describe a time you handled multiple client requests.,How do you ensure accuracy in documentation?,Share an experience resolving a client issue.,How do you prioritize tasks under pressure?
Frequently asked questions
- What are the primary responsibilities of a Transfer Associate at TEKsystems?
- As a Transfer Associate at TEKsystems, your main duties will include reviewing and approving client requests to transfer accounts, communicating with contra firms about transfer statuses, screening requests, and meticulously verifying all legal documentation. You'll also maintain detailed records, reconcile accounts, and handle client correspondence, all while adhering to regulated timeframes.
- What specific experience is required for the Transfer Associate role at TEKsystems?
- TEKsystems requires candidates to have at least 2 years of recent administrative or client services experience in a professional office setting (excluding healthcare). Additionally, experience within the banking or financial services industry and proficiency in document processing/management are essential. Basic to intermediate skills in Microsoft Office Suite (Outlook, Word, Excel) are also necessary.
- Is the Transfer Associate position at TEKsystems remote or on-site?
- This Transfer Associate position is a hybrid role, meaning it requires a combination of working from home and in the office. The position is based in St. Petersburg, FL, so you will be expected to work from that location on a hybrid schedule.
- What is the compensation for the Transfer Associate role at TEKsystems?
- The pay range for this Contract to Hire position is set at $24.00 per hour. This is a competitive hourly rate for the St. Petersburg, FL area for this type of role.
- What are the benefits offered for this temporary role at TEKsystems?
- If eligible, temporary employees at TEKsystems may have access to benefits such as Medical, Dental & 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 Time Off/Leave (PTO, Vacation, or Sick Leave).
- Does TEKsystems use AI in their hiring process for the Transfer Associate position?
- Yes, TEKsystems may utilize Artificial Intelligence (AI) tools to assist in various stages of their hiring process, including sourcing, screening, and evaluating candidates for roles like the Transfer Associate. While AI aids in assessing applications, the final hiring decisions are always made by their human hiring team.
- What is the application deadline for the Transfer Associate job at TEKsystems?
- The Transfer Associate position at TEKsystems is anticipated to close on June 17, 2026. It is advisable to submit your application as soon as possible to ensure it is considered.
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