Administrative Assistant

Are you a reliable Administrative Assistant to looking to join a reputable, growing financial institution? Don't miss your chance and apply now!

• Support the Funding Manager with the timely and accurate opening of approximately 3,000 Company Product Suite reserve accounts for the Conversion Project.
• 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.
• 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.

• 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.