Client Services Account Administrator | $29.63 Hourly | Urgently Hiring! | 835585
Santa Ana, CA 92705
Posted: 03/30/2026
Job Category: Accounting and Finance
Job Number: 835585
Pay Rate: $29.63 per hour
Job Description
Client Services Account Administrator (Immediate Need)
Job Title: Client Services Account Administrator
Pay: $29.63 per hour
Hours: 8:00am - 5:00pm, Monday-Friday (Hybrid - 3 days in office required)
Start Date: ASAP
Looking for a detail-oriented professional with a banking or financial background? Join us as a Client Services Account Administrator and make an impact every day. As a key member of our team, you'll manage trust accounts, handle client inquiries, and ensure complianceall within a reputable financial organization in Santa Ana, CA. You'll work closely with team members to deliver seamless service and support critical department projects.
What You'll Do:
Administer daily operations of over 100 MBS trusts, including RMBS, CMBS, and ABS, ensuring accurate management of trust accounts.
Manage cash accounts for domestic and international clients, including investment transactions, liquidations, and fund distributions.
Respond promptly to daily inquiries from clients, investors, and other deal parties, providing exceptional customer service.
Review and approve monthly distribution payments and statements with accuracy and attention to detail.
Ensure transaction compliance by reviewing documents to confirm adherence to legal and contractual requirements.
Maintain and update deal and account information across multiple banking applications.
Prepare and compile monthly documentation requested by mortgage loan servicers and other stakeholders.
Collaborate with team members to support department projects and process improvements.
Ensure compliance with KYC procedures and facilitate smooth new account openings.
What You'll Bring:
Proven cash management experience within a banking or financial environment.
Highly organized with excellent attention to detail.
Strong written and verbal communication skills.
Ability to interpret legal and transactional documents.
Capable of balancing daily responsibilities with strategic concerns.
Proactive team player who involves others in decision-making.
Ability to prioritize multiple tasks efficiently in a fast-paced, deadline-driven setting.
Proficiency in Microsoft Word, Excel, and Cash Applications.
Why Join Us in Santa Ana?
Enjoy a competitive hourly rate of $29.63 and the opportunity to work with a leading financial organization.
Benefit from a hybrid work schedule that offers flexibility and work-life balance.
Gain valuable experience in trust administration, banking, and financial services.
Access ongoing career development and growth opportunities.
Join a supportive team committed to excellence and innovation.
Enjoy comprehensive health and prescription coverage, with no waiting period. Benefits available upon direct hire.
Retirement plan options available (e.g., 401k) upon permanent employment.
Location & Schedule:
Based in Santa Ana, CA.
This position offers a hybrid schedule, combining in-office and remote work.
Ready to Take the Next Step?
If you're ready to start a rewarding career as a Client Services Account Administrator in Santa Ana, apply today or contact our recruiting team to learn more. Don't waitwe're hiring now!
Let our local Helpmates recruiters help you reach your career goals.
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Equal Opportunity Employer:
Helpmates provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We celebrate diversity and are committed to creating an inclusive environment for all employees. Helpmates will provide reasonable accommodations for people with disabilities in all parts of the hiring and employment process.