Account Transfer Associate

Location: Hybrid in Saint Petersburg, Florida, United States; in-office three days per week, averaging 12 days per month. The first 30 days require onsite attendance Monday through Thursday.

Company

hirify.global is a financial services firm providing investment and wealth management services.

What you will do

• Review and approve client requests to transfer accounts to and from contra firms.
• Screen transfer requests and verify legal documentation, signed forms, and letters of authorization.
• Research and resolve moderately complex transfer issues, escalating more complex matters to colleagues.
• Respond to client and internal inquiries by telephone, email, and mail while maintaining professional service standards.
• Enter, review, and verify data in company and branch systems, including documenting counter transactions.
• Maintain records, monitor workflow efficiency, follow regulatory procedures, and track departmental metrics.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance, or a high school diploma.
• 4–6 months of general work experience.
• Knowledge of securities, account-transfer rules and regulations, required legal documentation, and Home Office Operations departments.
• Strong analytical, verbal communication, organization, data-entry, and customer-service skills.
• Ability to work under supervision, follow mandatory procedures, and use standard office software and customer management systems.
• Ability to meet the hybrid in-office schedule and complete the required first 30 days onsite Monday through Thursday.

Culture & Benefits

• Client-first culture centered on integrity, independence, collaboration, accountability, and continuous improvement.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Formal and informal training, coaching, assessment, and development planning opportunities.
• Travel is expected to be less than 25%.