Job ID: 12231
Location: Tulsa, Oklahoma
Category: Administrative
Employment Type: Contract
Date Added: 08/03/2026
Job Description
Location: Tulsa, Ok
Job Duties:
- Transaction posting, Reconciliations, Statement review, Tax for downloads, Inbox management
Experience Required:
- Transferrable skills, organized, detail oriented
Description:
- Review, interpret, and process account opening documentation to ensure accuracy, completeness, and compliance with established procedures.
- Manage a high-volume workload while effectively balancing competing priorities and meeting daily processing deadlines.
- Assess incoming requests and prioritize work based on changing business needs and account opening requirements.
- Serve as a key point of contact between internal partners, advisors, and external stakeholders to support smooth account onboarding and issue resolution.
- Monitor and manage shared team inboxes, ensuring timely responses and follow-up on account-related requests.
- Utilize Adobe Acrobat and other document management tools to review, edit, and maintain account documentation.
- Analyze trust account information and apply detailed instructions to support accurate account setup and maintenance.
- Deliver exceptional service to internal business partners and external clients through proactive communication and attention to detail.
- Identify opportunities to improve efficiency, maintain compliance standards, and support operational excellence.
