Financial Services Admin: Account Maintenance Pro

Addison Group; Oklahoma City (OK); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Consistent weekday schedule

Growth opportunities

Job summary

Addison Group is seeking a Customer Support Admin in Oklahoma City to support account updates and documentation requests in a fast-paced, in-office environment. The role focuses on processing requests with accuracy and efficiency, handling multiple priorities, and collaborating with internal teams.

The position offers a contract-to-hire path with growth potential and exposure to the financial services industry.

Qualifications

• Experience in administrative support, banking, mortgage servicing, operations, data entry, or a related office environment preferred.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently while contributing to a collaborative team environment.
• Excellent organizational and time-management skills.
• Strong written and verbal communication abilities.
• Comfortable working in a deadline-driven setting with changing priorities.
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to learn new systems and processes quickly.

Responsibilities

• Process account maintenance requests and updates within internal systems.
• Review and complete requests involving account changes, ownership updates, and document fulfillment.
• Verify customer information and ensure records are maintained accurately.
• Research account details and resolve discrepancies as they arise.
• Maintain thorough documentation of completed work and account activity.
• Partner with internal departments to gather information and complete requests promptly.
• Prioritize workload effectively while meeting productivity and quality standards.
• Adapt to changing procedures, workflows, and system enhancements.

Skills

Administrative support

Attention to detail

Time management

Strong communication

Independent worker

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Addison Group is seeking a Customer Support Admin in Oklahoma City to support account updates and documentation requests in a fast-paced, in-office environment. The role focuses on processing requests with accuracy and efficiency, handling multiple priorities, and collaborating with internal teams.

The position offers a contract-to-hire path with growth potential and exposure to the financial services industry.