New

Financial Administrative Support

TEKsystems
$22.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Minnesota, Minneapolis
Jul 14, 2026
About the Opportunity A leading financial services organization in Minneapolis is seeking an Account Associate to support mortgage document custody operations and client relationship management. This position is ideal for candidates with strong customer service, administrative, and account management experience who enjoy working in a highly collaborative, professional environment. As an Account Associate, you will serve as a primary point of contact for external mortgage clients and internal business partners while supporting relationship management activities, reporting, account administration, and issue resolution. Key Responsibilities * Serve as the main point of contact for assigned clients. * Communicate daily with clients via phone and email. * Respond to inquiries, explain reports, and resolve issues professionally and efficiently. * Support Relationship Managers with ongoing client needs and escalations. * Set up, maintain, and monitor client accounts in accordance with company policies and regulatory requirements. * Ensure accurate recordkeeping and account oversight. * Generate and review client reports using Microsoft Excel. * Utilize functions including VLOOKUPs and Pivot Tables to analyze and summarize data. * Provide clients with updates on mortgage file and collateral statuses. * Review mortgage and collateral files to ensure compliance with client requirements before storage. * Manage documentation retention requirements ranging from short-term to long-term storage periods. * Prepare certifications, trust receipts, and other sensitive documentation. * Draft professional and confidential correspondence using word processing applications. * Partner with internal departments and external vendors to support business objectives. * Assist with special projects and department initiatives as needed. Required Qualifications * 2+ years of experience in: * Financial services, or * Professional customer service, account management, or administrative support roles * Minimum 6 months of experience using Microsoft Office products. * Proficiency in Microsoft Excel, including: * VLOOKUPs * Pivot Tables Work Environment * Professional yet casual office atmosphere * Business casual dress code * Cubicle office setting * Onsite training for the first several weeks/months * Hybrid work schedule available after successful training and demonstrated performance * Supportive team environment with strong mentorship and career growth opportunities * 8:00 AM - 4:30 PM Job Type & LocationThis is a Contract to Hire position based out of Minneapolis, MN. Pay and BenefitsThe pay range for this position is $22.00 - $22.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace TypeThis is a hybrid position in Minneapolis,MN. Application DeadlineThis position is anticipated to close on Jul 27, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: 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. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.