Remote Client Statement Admin Assistant

HRS Talent Solutions

Madison (WI)

Remote

USD 39,000 - 47,000

Full time

40 hours ago
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Job summary

HRS Talent Solutions is seeking a Client Statement Administration Assistant for a full-time remote position. You verify client access, locate statements, and guide secure online access while maintaining confidential records.

You will not prepare new statements or advise on taxes; training is provided for account views and privacy. Responsibilities include reviewing online requests, confirming periods, sharing secure download links, and documenting deliveries and any access issues, ensuring

Qualifications

  • Experience in customer service or office administration may help; beginners are encouraged to apply.

Responsibilities

  • Review online requests for issued statements.
  • Verify client and account access under policy.
  • Locate the requested period and current version.
  • Share the secure download path or approved file.
  • Flag a missing statement or access error.
  • Route financial interpretation and disputes.
  • Maintain a dated document-delivery record.

Skills

Customer service
Office administration

Job description

HRS Talent Solutions is seeking a Client Statement Administration Assistant for a full-time remote position. You verify client access, locate statements, and guide secure online access while maintaining confidential records.

You will not prepare new statements or advise on taxes; training is provided for account views and privacy. Responsibilities include reviewing online requests, confirming periods, sharing secure download links, and documenting deliveries and any access issues, ensuring

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