Administrative Support Clerk

Account Associate

Location: Minneapolis, MN (Hybrid after training)

Pay: $20.00 - $22.00 per hour

Position Type: Contract-to-Hire

Schedule: Monday-Friday, First Shift

About the Opportunity

A growing financial services organization is seeking an Account Associate to support client relationships, account administration, reporting, and operational processes. This is an excellent opportunity for candidates with financial services, administrative, or professional customer service experience who are looking to grow their careers in a collaborative and stable environment.

The ideal candidate will be highly detail-oriented, customer-focused, and comfortable working with data, reports, and client communications.

Key Responsibilities

• Serve as a primary point of contact for clients and internal business partners.
• Support client accounts by handling account setup, maintenance, and ongoing administration.
• Communicate with clients via phone and email to answer questions and resolve issues.
• Generate, analyze, and distribute reports using Microsoft Excel.
• Review documentation and records to ensure accuracy, completeness, and compliance.
• Research and resolve account-related inquiries and discrepancies.
• Prepare certifications, correspondence, and other business documents.
• Collaborate with internal teams and external partners to support client needs.
• Assist with department projects and process improvement initiatives.

Qualifications Required

• 2+ years of experience in financial services, banking, professional customer service, or account support.
• Bachelor's degree may be considered in lieu of experience.
• Minimum 6 months of experience using Microsoft Office, including Excel.
• Experience working with Excel functions such as:
• VLOOKUPs
• Pivot Tables
• Data analysis and reporting
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred

• Experience in the mortgage industry.
• Experience reviewing mortgage or financial documentation.
• Previous account management or client support experience.

Work Environment

• Initial training fully onsite.
• Opportunity to transition to a hybrid schedule based on performance and reliability.
• Professional office environment with a business casual dress code.
• Supportive team culture with mentorship and growth opportunities.
• Standard office workstation and cubicle setting.

Benefits Available

Eligible employees may have access to:

• Medical, dental, and vision insurance
• 401(k) retirement savings plan
• Life insurance
• Short-term and long-term disability coverage
• Health Savings Account (HSA)
• Transportation benefits
• Employee Assistance Program (EAP)
• Paid time off and leave programs
• Critical illness and accident coverage

Why Apply?

• Contract-to-hire opportunity with long-term career potential
• Hybrid work flexibility after training
• Strong career growth and advancement opportunities
• Collaborative and supportive team environment
• Exposure to financial services and client relationship management
• Competitive pay and comprehensive benefits package