Revenue Accountant - Contractor

Fuse3 Solutions; Tulsa (OK); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Retirement plan

Other employee benefits

Job summary

Fuse3 Solutions seeks an Account Support Associate in Tulsa, OK to support daily client service operations within a financial services environment. You will process new account openings, transactions, distributions, and documentation with accuracy and compliance.

This role emphasizes collaboration with Advisors, Client Service Associates, and Operations, requires attention to detail, multi-system proficiency, and a proactive approach to exceptions.

Qualifications

• 1–3 years in financial services, in a support or operations role.
• Strong understanding of accounting principles, data analysis, and record retention practices.
• High attention to detail and accuracy in financial processing.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and 10-key typing.

Responsibilities

• Process new account openings, updates, audits, and documentation, keeping information accurate and aligned with client preferences and standards.
• Complete account opening activities in CSS, set up statements and variable payout ticklers, coordinate electronic access requests with Operations.
• Communicate account setup completion to Advisors and Client Service Associates.
• Research, initiate, and process client transactions not handled by Trust Operations, including wires, ACH transfers, checks, and internal transfers.
• Monitor and manage shared inbox requests for distributions and transactions.
• Coordinate approvals for transactions exceeding thresholds and update requestors on completion.
• Establish and maintain distribution ticklers for recurring distributions.
• Scan and manage electronic documents to keep records compliant.
• Create, organize, and maintain Original Document files with secure storage.
• Upload and maintain transaction records, account documentation, and supporting materials in Trust Notes.
• Collaborate with Advisors, Client Service Associates, Operations, and other teams on setup, distributions, and requests.
• Reconcile discrepancies and elevate system issues or exceptions as appropriate.
• Handle day-to-day administrative and operational tasks with accuracy and timeliness.
• Assist with additional projects and duties as assigned.

Skills

Data analysis

Accounting principles

Attention to detail

Organization

Time management

Microsoft Office

10-key typing

Communication skills

Team player

Documentation practices

Education

Degree in business/finance/accounting

Tools

CSS

Trust Notes

Electronic banking systems

Job description

Job Title: Account Support Associate
Account Support / Trust Operations / Financial Services
Job Post Open Dates:10/27/26 - 11/16/2026
Work Type: On-site
Location: Tulsa, OK

About the Workplace

Join a growing financial services team that works hand in hand with Client Service Associates, Advisors, and Trust Operations to deliver exceptional client service. You will help keep daily account operations accurate, timely, and compliant, supporting fiduciary standards and operational excellence. Organized, process-driven team players are trusted here to own their work in a collaborative, supportive culture.

About the Role

This Account Support Associate supports daily client service operations and the accurate, timely execution of key account processes. You will assist with financial transactions, distribution management, and new account setup, using independent judgment to prioritize your work and elevate exceptions as needed.

What You Will Do

• Process new account openings, updates, audits, and documentation, keeping account information accurate, complete, and aligned with client preferences and company standards
• Complete account opening activities, including obtaining account numbers, establishing accounts in CSS, setting up statements and variable payout ticklers, and coordinating electronic access requests with Operations
• Communicate account setup completion to Advisors and Client Service Associates
• Research, initiate, and process client transactions not handled by Trust Operations, including outgoing wires, ACH transfers, checks, and internal transfers, following established workflows and approval requirements
• Monitor and manage shared inbox requests for distributions and transactions
• Coordinate approvals for transactions exceeding thresholds and update requestors on completion
• Establish and maintain distribution ticklers, including ACH variable payout ticklers, so recurring distributions are scheduled accurately
• Scan and manage electronic documents to keep records current, archived, and compliant with company, financial, and legal retention standards
• Create, organize, and maintain Original Document (OD) files with secure storage and accurate recordkeeping
• Upload and maintain transaction records, account documentation, emails, system screenshots, and supporting materials in Trust Notes
• Collaborate with Advisors, Client Service Associates, Operations, and other internal teams on account setup, distributions, and client service requests
• Reconcile discrepancies and elevate system issues, unusual transactions, or exceptions as appropriate
• Manage day-to-day administrative and operational responsibilities with a focus on accuracy, timeliness, and organization
• Assist with additional projects and other duties as assigned

Candidate Requirements

Required:

• 1 to 3 years of experience in a financial services environment, preferably in a support or operations role
• Strong understanding of accounting principles, data analysis, and record retention practices
• High attention to detail and accuracy in financial processing
• Strong organizational skills with the ability to manage multiple priorities
• Ability to maintain thorough documentation and track financial activity
• Proficiency with general office tools, including computer and typing skills, 10-key, scanners, printers, office phone systems, and Microsoft Office Suite (Outlook, Word, Excel)
• Ability to navigate and manage multiple systems and workflows efficiently
• Strong written and verbal communication skills for working with internal teams and external vendors
• Strong team player who demonstrates the company’s core values

Preferred:

• Associate’s or Bachelor’s degree in business, finance, accounting, administration, or a related field (equivalent education and experience will be considered)
• Experience with industry-specific systems such as CSS, Trust Notes, and electronic banking or transaction processing platforms

Compensation and Benefits

Pay: $24.04 - $28.85/hourDOE
Employment Type: Contract to Hire
Hours: Full-time, standard business hours, with some flexibility during peak reporting periods
Benefits: Competitive salary, health insurance, retirement plan, and other employee benefits
Career Growth: Opportunities for professional development and advancement within a growing company

About Fuse3 Solutions

Fuse3 Solutions is a professional staffing agency serving Oklahoma employers and job seekers with relationship-driven recruiting and personalized hiring solutions. As one of Oklahoma’s trusted recruitment agencies, we specialize in direct hire, contract, contract-to-hire, and temporary staffing across accounting, finance, IT, administrative, legal, human resources, and other professional industries.

Whether you’re searching for your next career opportunity or looking to build a stronger team, our job placement services are designed to create lasting connections that benefit both candidates and employers. At Fuse3, we believe the right fit is about helping people and businesses thrive.

Tulsa Office
2448 E 81st St, Suite 4800
Tulsa, OK 74137
[phone]

#TulsaJobs #OklahomaJobs #FinanceJobs #AccountSupport #FinancialServices #Hiring

Fuse3 Solutions is an Equal Opportunity Employer. Fuse3 Solutions provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.