Account 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

Long Term Contract

Pay $21/hr

Position Summary:

Our client is looking for a qualified Administrative Assistant to support a large-scale account conversion project. This individual will play a key role in processing and tracking a high volume of new account openings, coordinating required documentation, maintaining accurate records, and completing system updates to ensure accounts move through the process efficiently and on time. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced environment where accuracy, follow-through, and the ability to manage multiple priorities are essential.

The New Account Administrative Assistant will support the Funding Manager with the timely and accurate opening of approximately 3,000 Product Suite reserve accounts. This role partners closely with the Funding Manager and other Funding Team members to prioritize account activity, coordinate document flow, maintain accurate records, and complete backlogged administrative tasks. The successful candidate is highly organized, detail-oriented, and comfortable managing a high-volume workload with multiple deadlines.

Key Responsibilities

• Assist the Funding Manager with opening an estimated 3,000 Product Suite reserve accounts for special project.
• Prioritize account-opening requests based on business needs, readiness, and established deadlines.
• Track each account through the opening process and maintain clear, current status information.
• Coordinate the receipt, review, and routing of required documents to Authorized Signers.
• Identify missing or incomplete information for follow up with the appropriate partners to prevent delays.
• Complete post-opening administrative tasks, including timely and accurate updates in Vander.
• Research and resolve outstanding Vander updates from recent account openings.
• Escalate risks, exceptions, and processing delays to the Funding Manager.
• Provide concise progress updates and support reporting on volume, aging, completion, and outstanding work.
• Follow applicable procedures and protect confidential client and account information.

Required Qualifications

• Experience in account administration, client onboarding, or a similar high-volume environment.
• Demonstrated ability to manage multiple priorities and maintain accuracy under deadline pressure.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications and the ability to learn internal workflow and recordkeeping systems.
• Sound judgment when handling confidential or sensitive information.
• High school diploma or equivalent; additional education or relevant industry experience is preferred.