Job Summary: 

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

Essential Duties and Responsibilities:

• 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 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

Knowledge, Skills, and Abilities:

• 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