Financial Account Coordinator

Job Description

Job Description

Financial Account Coordinator

About the Opportunity

LHH Recruitment Solutions is partnering with a respected trust services organization to find a detail-oriented Financial Account Coordinator. In this role, you will support the administration of self-directed retirement accounts, provide exceptional client service, and assist with account transactions, documentation, and regulatory requirements.

This is an excellent opportunity for someone with strong administrative, customer service, banking, trust, financial services, or retirement account experience who enjoys working in a fast-paced, client-focused environment.

Key Responsibilities

• Serve as a primary point of contact for clients, financial institutions, attorneys, CPAs, and other professional partners.
• Support the administration of self-directed retirement accounts and ensure account activities are processed accurately.
• Prepare account documentation, correspondence, and client forms.
• Open and close accounts, establish client profiles, and maintain accurate account records.
• Process daily transactions, including asset purchases, transfers, distributions, and incoming account requests.
• Monitor account activity and partner with internal operations teams to resolve discrepancies when needed.
• Assist with retirement account reporting and help ensure compliance with applicable IRS deadlines and requirements.
• Provide ongoing support to existing clients while assisting with new account onboarding.
• Support billing, collections, and special projects as assigned.

What We're Looking For

• Strong customer service and relationship-building skills.
• Excellent communication, organizational, and follow-up abilities.
• Ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and analytical thinking.
• Professional phone etiquette and written communication skills.
• Ability to work both independently and collaboratively as part of a team.
• Proficiency with standard business software and computer applications.

Why You'll Love This Role

• Opportunity to work within the financial and trust services industry.
• Collaborative team environment with opportunities for growth.
• Client-focused role with a mix of administration, operations, and relationship management responsibilities.
• Stable organization with a strong commitment to client service.

Details: Schedule : Full Time, Mon - Fri 8-5 Position Type: Temp to Hire (conversion of the person is the right fit) Pay Range: $20-$23/hr Location: Onsite in Albuquerque, NM 87110
LHH Recruitment Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected status.

Pay Details: $20.00 to $23.00 per hour

Search managed by: Erin Fuqua

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.