Account Onboarding & Operations Specialist

Calculated Hire; Birmingham (AL); On-site; USD 24,000 - 34,000; Full time

Job summary

Calculated Hire is seeking an Administrative Assistant to support a large-scale account conversion project. This role involves processing and tracking a high volume of new account openings, coordinating required documentation, and updating records to ensure timely progress.

The ideal candidate will be highly organized, detail-oriented, and comfortable in a fast-paced environment where accuracy and the ability to manage multiple priorities are essential.

Qualifications

• Experience in account administration or a high-volume environment.
• Ability to manage multiple priorities under deadlines.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and ability to learn internal systems.
• Ability to handle confidential information with sound judgment.
• High school diploma or equivalent; further education preferred.

Responsibilities

• Assist the Funding Manager with opening approximately 3,000 Product Suite reserve accounts.
• Prioritize account-opening requests based on deadlines and business needs.
• Track account progress and maintain current status information.
• Coordinate receipt, review, and routing of required documents to Authorized Signers.
• Identify missing information and follow up to prevent delays.
• Perform post-opening administrative tasks and updates in Vander.

Skills

Account administration

Client onboarding

Multitasking

Written communication

Verbal communication

MS Office

Confidential information handling

Education

High school diploma

Tools

Vander

Microsoft Office

Job description

Calculated Hire is seeking an Administrative Assistant to support a large-scale account conversion project. This role involves processing and tracking a high volume of new account openings, coordinating required documentation, and updating records to ensure timely progress.

The ideal candidate will be highly organized, detail-oriented, and comfortable in a fast-paced environment where accuracy and the ability to manage multiple priorities are essential.