Transfer Associate

Madison-Davis

  • St. Petersburg, FL
  • 30+ days ago

    Highlights

    Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents. Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.

    Numbers & Facts

    LocationSt. Petersburg, FL

    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 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

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