Account Administration Associate

Description

Reports to: Client Operations Lead

The Account Administration Associate is responsible for executing essential account-related tasks with precision, ensuring smooth operations across various financial processes. This role does not involve direct client communication but plays a critical part in managing current client operations efficiently.

Key Responsibilities

• Prepare and submit paperwork for account-related transactions.
• Execute client requests for money movement and account maintenance.
• Submit checks and manage journals.
• Process client updates including address, beneficiary, and contact information changes.
• Manage and maintain client request cases.

Requirements

• Strong organizational skills with attention to detail.
• Ability to work independently and meet deadlines.
• Basic understanding of financial services and account maintenance.

You Are

• Detail oriented with a high level of accuracy.
• A self-starter with a strong sense of ownership and desire to learn the business.
• Passionate about solving problems and providing service to clients.
• Able to juggle multiple priorities at once while meeting competing deadlines.
• Collaborative and able to work closely with others in a team environment.
• An effective communicator with the ability to communicate internally with other teams.

The salary range for this role is $50,000.00 - $65,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical and Dental insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance.