NextPath Workforce Solutions is currently seeking a Transfer Associate to join our client’s team in St. Petersburg, FL. This is a Hybrid, Contract position.
SALARY: $21-$24 per hour (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
• Ability to type 6000 keywords per hour with 85% accuracy
• GED or equivalent educational background
• 2+ years of recent administrative or client services experience in a professional office (excluding healthcare)
• Experience working in banking or financial services
• Experience with document processing and management
RESPONSIBILITIES:
• Review and approve client requests for account transfers between firms
• Contact contra firms regularly to check transfer status
• Verify legal documentation accompanying client requests and transfer forms
• Scrutinize transfer information to ensure accuracy and completeness
• Maintain detailed records of client requests and transfer activities
• Reconcile client accounts accurately
• Create and distribute client correspondence
• Participate in meetings, training, and self-development to improve department productivity
• Respond to mail, phone, and email inquiries professionally and promptly
• Perform clerical tasks such as faxing, copying, and filing
• Support other department functions during high volume or staffing shortages
• Perform other duties as assigned
NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.
If the position above doesn’t seem to fit, we have a host of clients with roles that could be a match. Not every position will be posted. Feel free to reach out to find a better fit by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
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