Transfer Agent – Allocation & Transfer Department The Apartment Transfer Agent’s responsibilities include but are not limited to the following major items.
Primary Job Tasks Responsibilities:
- Prepare all paperwork for sign-up meetings.
- Go over the surrender process of old apartment and paperwork with Internal transfers.
- Meet with Internal Transfers & External applicants to begin sign up process.
- Answer all questions pertaining to the cooperative rules and policies with all applicants.
- Bring all applications with discrepancies to Supervisor and Management Team.
- Update Allocation and all other spreadsheets.
- Conduct and schedule closings when necessary.
- Deposit equity payments and other fees.
- Prepare tenancy change forms for the finance department.
- Request equity refunds and/or bond redemptions post-closing.
- Place file in Equity Refund cabinet.
- Update Equity Refund Tracker
- Allocate apartments when Lead Transfer Agent is on vacation.
- Assist with the Internal apartment transfer portal.
- Answer calls, email or correspondence from shareholders when needed.
- Cover Supervisor when needed by assisting with Record Changes, explaining the surrender process, and overflow.
- Assist in the training of team members.
- Monitor all email inboxes for Apartment Offer and Applicants.
- Send daily email with Apartment viewing calendar to Security.
- Apartment Offerings
- Process all apartment key surrenders
- Internal & External Waitlist
- Process Stock and Bond Certificate request from shareholders
- Cover all duties when the Assistant is out of the office.
- Supervise assistant with end of year tasks.
- Learn to use automated waiting list software and incorporate into daily activities.
- Assist with troubleshooting online procedures on Allocation & Apartment Transfers Portal.
- Assist in on-going efforts to automate the transfer’s function.
Qualifications:
- Basic Excel Skills
- Office experience
- Detail oriented
- Personable skills with the ability to follow through
Preferred Qualifications:
- Degree preferred
- Knowledge of MDS is preferred, but not required