Office Assistant / Account Specialist (Real Estate & Financial)

We are seeking a detail-oriented and motivated Account Specialist to join our team. This is an excellent opportunity for recent college graduates with a business degree who are looking to start their career in operations, administration, or financial services. In this role, you'll support core business operations by managing administrative processes, coordinating documentation, and ensuring accuracy across client and internal workflows.

Duties

As an Account Specialist, you will provide administrative and operational support to ensure smooth and efficient account servicing:

• Deliver high-quality customer service to internal teams, clients, and external partners through professional and timely communication
• Process and distribute incoming and outgoing mail, ensuring proper routing and accuracy
• Review, scan, and prepare daily financial documents and deposits, ensuring accuracy and completeness
• Track and coordinate outgoing payments and related documentation
• Monitor shared email inboxes, respond to requests, and ensure timely follow-up on outstanding items
• Organize, upload, and maintain account and loan documentation in internal systems
• Prepare and send client communications, including account updates and important notices
• Assist with account closeout and documentation processes, tracking progress to completion
• Research and resolve discrepancies by reviewing account history and supporting documentation
• Support audit requests and help maintain accurate, organized records
• Assist with additional administrative and operational projects as needed

What We're Looking For

• Bachelor's degree in Business, Finance, Management, or related field (recent graduates encouraged to apply)
• Strong interest in business operations, administration, or financial services
• Internship, campus leadership, or administrative experience is a plus, but not required
• Proficiency in Microsoft Excel, Word, and Outlook
• Strong attention to detail and organizational skills
• Effective wr

  All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.