Description:
2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)Experience working in banking or financial servicesExperience processing documents/ document managementStrong data entry skillsReviews and approve client requests to transfer accounts to and from contra firmsRoutinely make phone calls to the contra firms regarding status of transfersScreens incoming or outgoing client requests and verifies all necessary legal documentatio
Nov 11, 2025;
from:
dice.com