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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Full Stack Development - **Company:** CareerCircle - **Location:** St. Petersburg, FL, United States (Remote available) - **Experience:** Starter - **Salary:** $49,920.0 - **Contract:** Temporary to permanent - **Skills:** Microsoft Word, Microsoft Excel, AutoCAD, Artificial Intelligence, Microsoft Outlook, Document Management Systems, Multi-Factor Authentication, Virtual Private Networks (VPN), Python (Programming Language), Microsoft Office, Virtual Desktops - **Published:** June 4, 2026 - **Apply:** https://www.careercircle.com/jobs/all/all/usa/fl/saint-petersburg/25677f21-023c-497a-baf7-2df3c584a9db ## About the Role 1. 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare) 2. Experience working in banking or financial services 3. Experience processing documents/ document management 4. Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) *Minimum Highschool Diploma or GED, Largo, FL*On-Site Writing Biology Chemistry Visionary Leadership Mentorship Innovation Cooperation Coordinating Food Science Communication Lab Notebooks Plan Execution Nutraceuticals Pharmaceuticals Quality Control Client Services Microsoft Office Creative Thinking Stability Testing Food Manufacturing Analytical Testing Method Development Workflow Management Dietary Supplements Technical Leadership Validation Protocols Organizational Skills New Product Development Artificial Intelligence Technical Communication Research And Development Food Product Development Critical Illness Insurance Code Of Federal Regulations Good Manufacturing Practices Cross-Functional Collaboration +0 ## Description Operations Clerical Works Professionalism Microsoft Excel Client Services Microsoft Office Telephone Skills Self Development Microsoft Outlook Business Valuation Full Stack Development Artificial Intelligence Business Transformation Authorization (Computing) Critical Illness Insurance Healthcare Industry Knowledge, Job Summary: This person will be responsible for supporting the Account Transfers team. Essential Duties & Responsibilities: * 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, Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. 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