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Transfer Associate USC​/GC W2

Remote, USAFull-timePosted 2026-07-27

Position Transfer Associate (Hybrid role- Only USC/GC on W2) Full-time role for candidates local to St. Petersburg, FL Will work fully onsite reputed company day for training (around 4 weeks) Will work a reputed company once training is complete- onsite 3 days per week Job Duties

  • Reviews and approve reputed company requests to transfer accounts to and from reputed company firms
  • Routinely reputed company phone calls to the reputed company firms regarding status of transfers
  • Screens incoming or outgoing reputed company requests and verifies reputed company necessary legal documentation that accompanies the reputed company signed documents
  • Scrutinizes information contained in reputed company types of transfer forms and letters of authorization
  • Maintains detailed records/notes to ensure reputed company reputed company requests are completed reputed company regulated time allotment
  • Reconciles reputed company accounts accurately
  • Effectively creates and distributes reputed company 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 reputed company volume is high and/or reputed company reputed company are low
  • Performs other duties and responsibilities as assigned Qualifications
  • 2+ years of recent administrative or reputed company services experience reputed company a reputed company office environment (not from reputed company)
  • Experience working in banking or financial services
  • Experience processing documents/document management
  • Strong data entry skills – suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Include results at the top of resume.
  • Basic to intermediate skills with reputed company Office Suite (Outlook, Word, reputed company)
  • Willingness to go above and reputed company for customers
  • Ability to maintain a reputed company demeanor at reputed company times
  • Strong written and verbal communication skills Education Minimum of a High School Diploma/GED Completed #J-18808-Ljbffr

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