Administrative Support Clerk

About the role

A growing financial services organization is seeking an Account Associate to support client relationships, account administration, reporting, and operational processes. This is an excellent opportunity for candidates with financial services, administrative, or professional customer service experience who are looking to grow their careers in a collaborative and stable environment. The ideal candidate will be highly detail-oriented, customer-focused, and comfortable working with data, reports, and client communications.

Key Responsibilities

• Serve as a primary point of contact for clients and internal business partners.
• Support client accounts by handling account setup, maintenance, and ongoing administration.
• Communicate with clients via phone and email to answer questions and resolve issues.
• Generate, analyze, and distribute reports using Microsoft Excel.
• Review documentation and records to ensure accuracy, completeness, and compliance.
• Research and resolve account-related inquiries and discrepancies.
• Prepare certifications, correspondence, and other business documents.
• Collaborate with internal teams and external partners to support client needs.
• Assist with department projects and process improvement initiatives.

Qualifications

• Required: 2+ years of experience in financial services, banking, professional customer service, or account support.
• Preferred: Experience in the mortgage industry, experience reviewing mortgage or financial documentation, previous account management or client support experience.
• Minimum 6 months of experience using Microsoft Office, including Excel.
• Experience working with Excel functions such as: VLOOKUPs, Pivot Tables, Data analysis and reporting.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

Benefits

• Medical, dental, and vision insurance.
• 401(k) retirement savings plan.
• Life insurance.
• Short-term and long-term disability coverage.
• Health Savings Account (HSA).
• Transportation benefits.
• Employee Assistance Program (EAP).
• Paid time off and leave programs.
• Critical illness and accident coverage.