Transfer Associate

Job Summary

This person will be responsible for supporting the Account Transfers team.

• Reviews and approves client requests to transfer accounts to and from contra firms.
• Routinely makes phone calls to the contra firms regarding the 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 the 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.

• 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare).
• 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.
• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, 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.
• Minimum of a High School Diploma/GED completed.

This is the pay range that Magnit reasonably expects to pay for this position: $18.00/hour – $24.00/hour

Benefits:
Medical, Dental, Vision, 401K