Lake Mary, FL, United States (Hybrid)300 Colonial Center ParkwayLake MaryFLUS Contract (6 months) Published 18 hours ago Excel Document Review financial services Client Communication At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Summary:

This role supports the Mutual Fund Transfer team by processing and reviewing transfer requests between Pershing and directly held fund companies. The position offers a stable, well-documented environment where new talent can gain hands-on exposure to foundational mutual fund transfer processing. The role is based on site at 300 Building, Lake Mary, FL (4 days per week) and includes the potential for extension.

Key Responsibilities:

Mutual Fund Transfer Processing:

Review incoming mutual fund transfer forms for accuracy and completeness, ensuring all documentation is in good order prior to release.

Work Basket Management:

Process a high-volume work basket, reviewing transfer documentation and releasing transfers for processing (approximately 100+ documents per day).

Transfer Requests & Follow-Ups:

Fax and email transfer requests to fund companies, monitor in-process transfers, and perform required follow-ups.

Client & Account Support:

Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.

Operational Execution:

Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.

Qualifications:

Exceptional attention to detail Ability to manage multiple tasks with deadlines in a structured environment Reliable and punctual Comfortable handling sensitive financial information Strong written and verbal communication skills Proficiency with

Excel and Outlook Preferred Experience:

Financial Services industry experience (highly preferred) Experience working in operations, processing, or written correspondence Positive, team-oriented mindset with the ability to work autonomously Interest in process improvement and proactive problem-solving At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and

CNBC, 2025

Pay Rate Range Min Pay Rate$24 Max Pay Rate$30 CurrencyUSD Unithourly

USD2430HOUR

Additional Notes Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly. Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.