Transfer Agency Processing Clerk

SPS North America•Pittsburgh, PA

About The Position

The Transfer Agency Processing Clerk accurately and efficiently processes payments and documents received by mail in a fast-paced, secure document-processing environment. The role includes opening and sorting mail, operating scanning equipment, ensuring the quality of document images and accuracy of data, performing quality checks, and reporting discrepancies. The clerk follows security and compliance standards and meets company production and quality targets. Operations run 24/7, and weekend work may be required. SPS describes opportunities for career growth, learning and development, and employee recognition. The company is a global workplace solutions and business transformation provider operating in more than 20 countries, with services that include workplace support, mailroom solutions, document processing, and business support. SPS states its commitment to equal employment opportunity, inclusion, equity, and diversity.

Requirements

  • Strong attention to detail and organizational skills.
  • Ability to work effectively in a fast-paced setting.
  • Reliable, quality-driven, and efficient work habits.
  • Basic computer skills, including MS Office.
  • Teamwork and good communication skills.
  • High school diploma or equivalent.
  • Ability to lift up to 25 lbs.
  • Comfort sitting or standing for extended periods.

Nice To Haves

  • Experience in transfer agency, payment, or lockbox processing.

Responsibilities

  • Open, sort, and process incoming mail.
  • Scan checks and payment documents accurately.
  • Ensure image quality and data accuracy.
  • Perform quality checks and report discrepancies.
  • Follow security and compliance standards.
  • Meet daily production and accuracy targets.

Benefits

  • Career growth opportunities.
  • Learning and development.
  • Employee recognition programs.
  • Paid time off; full-time employees receive a minimum of 80 hours per calendar year, with amounts potentially increasing based on tenure or assigned account.
  • Employee and client referral bonuses are available to current employees.
  • Medical, dental, and vision coverage.
  • HCFSA, DCFSA, and HSA.
  • Commuter transit and parking pre-tax plans.
  • Supplemental life insurance, accident insurance, critical illness insurance, hospital indemnity, short-term disability, and life insurance.
  • Legal program and identity theft protection.
  • Pet discounts and pet insurance.
  • Group home and auto insurance.
  • Employee assistance program (EAP).
  • Education and entertainment discounts.
  • 401(k) with matching.
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