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# Transfer Specialist

- **Company:** TEKSYSTEMS INC.
- **Location:** Tampa, FL, United States (Remote available)
- **Experience:** Experienced
- **Salary:** $49,920.0
- **Contract:** Temporary to permanent
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Document Management Systems, Microsoft Office
- **Published:** October 20, 2026
- **Apply:** https://www.careercircle.com/jobs/all/all/usa/fl/tampa/bf6b83c1-5001-4903-b5a9-7ab6ff0faec3

## 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, Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

## Description

Management
Clerical Works
Microsoft Excel
Client Services
Microsoft Office
Telephone Skills
Microsoft Outlook
Business Valuation
Full Stack Development
Business Transformation
Healthcare Industry Knowledge, Job Summary: This person will be responsible for supporting the, * 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