Revenue Accountant - Contractor

Job Title: Account Support Associate
Account Support / Trust Operations / Financial Services
Job Post Open Dates:10/27/26 - 11/16/2026
Work Type: On-site
Location: Tulsa, OK

Join a growing financial services team that works hand in hand with Client Service Associates, Advisors, and Trust Operations to deliver exceptional client service. You will help keep daily account operations accurate, timely, and compliant, supporting fiduciary standards and operational excellence. Organized, process-driven team players are trusted here to own their work in a collaborative, supportive culture.

This Account Support Associate supports daily client service operations and the accurate, timely execution of key account processes. You will assist with financial transactions, distribution management, and new account setup, using independent judgment to prioritize your work and elevate exceptions as needed.

• Process new account openings, updates, audits, and documentation, keeping account information accurate, complete, and aligned with client preferences and company standards
• Complete account opening activities, including obtaining account numbers, establishing accounts in CSS, setting up statements and variable payout ticklers, and coordinating electronic access requests with Operations
• Communicate account setup completion to Advisors and Client Service Associates
• Research, initiate, and process client transactions not handled by Trust Operations, including outgoing wires, ACH transfers, checks, and internal transfers, following established workflows and approval requirements
• Monitor and manage shared inbox requests for distributions and transactions
• Coordinate approvals for transactions exceeding thresholds and update requestors on completion
• Establish and maintain distribution ticklers, including ACH variable payout ticklers, so recurring distributions are scheduled accurately
• Scan and manage electronic documents to keep records current, archived, and compliant with company, financial, and legal retention standards
• Create, organize, and maintain Original Document (OD) files with secure storage and accurate recordkeeping
• Upload and maintain transaction records, account documentation, emails, system screenshots, and supporting materials in Trust Notes
• Collaborate with Advisors, Client Service Associates, Operations, and other internal teams on account setup, distributions, and client service requests
• Reconcile discrepancies and elevate system issues, unusual transactions, or exceptions as appropriate
• Manage day-to-day administrative and operational responsibilities with a focus on accuracy, timeliness, and organization
• Assist with additional projects and other duties as assigned

Required:

• 1 to 3 years of experience in a financial services environment, preferably in a support or operations role
• Strong understanding of accounting principles, data analysis, and record retention practices
• High attention to detail and accuracy in financial processing
• Strong organizational skills with the ability to manage multiple priorities
• Ability to maintain thorough documentation and track financial activity
• Proficiency with general office tools, including computer and typing skills, 10-key, scanners, printers, office phone systems, and Microsoft Office Suite (Outlook, Word, Excel)
• Ability to navigate and manage multiple systems and workflows efficiently
• Strong written and verbal communication skills for working with internal teams and external vendors
• Strong team player who demonstrates the company’s core values

Preferred:

• Associate’s or Bachelor’s degree in business, finance, accounting, administration, or a related field (equivalent education and experience will be…