Transfer AssociateFlorida Staffing • Saint Petersburg, FL, US

Transfer Associate

Florida Staffing • Saint Petersburg, FL, US

2 days ago

Job type

Full-time

Temporary

Job description

Transfer Associate

The Transfer Associate will be responsible for supporting the Account Transfers Team. This is a full-time role for candidates local to the St. Petersburg, FL area and is a 6 month contract role.

Schedule :

Will work fully onsite each day for training (around 4 weeks)
Will work a hybrid schedule once training is complete- onsite 3 days per week
Work Schedule : 8am-5pm, Monday through Friday

Description :

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 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 to improve department productivity through participation in unit meetings, ongoing training and self-development

Answers mail, phone calls and email inquiries with exemplary service

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

Qualifications / Skills :

Minimum of a High School Diploma

2+ years of recent administrative or client services experience within a professional office environment

Experience working in banking or financial services is preferred

Strong data entry skills

Basic to intermediate skills with Microsoft Office Suite (Word, Outlook, Excel)

Willingness to go above and beyond for customers

Proactive problem solving skills

Ability to maintain a professional demeanor at all times

Strong written and verbal communication skills

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 the following :

Medical, dental & vision

Critical Illness, Accident, and Hospital

401(k) Retirement Plan Pre-tax and Roth post-tax contributions available

Life Insurance (Voluntary Life & AD&D for the employee and dependents)

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

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 Oct 27, 2025.

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 regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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Associate Transfer • Saint Petersburg, FL, US