Transfer Agency Processing Clerk

SPS•Pittsburgh, PA

About The Position

The Transfer Agency Processing Clerk works in a fast-paced, secure document-processing environment and is responsible for accurately and efficiently processing payments and documents received through the mail. The role includes opening and sorting mail, operating scanning equipment, and ensuring image quality and data accuracy. The clerk performs quality checks, reports discrepancies, follows security and compliance standards, and meets company production and accuracy targets.

Requirements

High school diploma or equivalent.
Strong attention to detail and organizational skills.
Ability to work effectively in a fast-paced setting.
Reliability and a quality-driven, efficient approach to work.
Basic computer skills, including MS Office.
Teamwork and good communication skills.
Ability to lift up to 25 lbs.
Ability to sit or stand 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

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.
Medical, dental, and vision coverage.
Health care flexible spending account, dependent care flexible spending account, and health savings account.
Commuter transit and parking pre-tax plans.
Supplemental life insurance, life insurance, and short-term disability insurance.
Accident insurance, critical illness insurance, and hospital indemnity insurance.
Legal program and identity theft protection.
Pet discounts and pet insurance.
Group home and auto insurance.
Employee assistance program.
Education discounts.
401(k) with matching.
Entertainment discounts.
Career growth opportunities and learning and development support.
Employee recognition programs.