New Accounts Operations Specialist

Top Skills' Details

MUST HAVE 2-4

years of experience in commercial banking operations or a comparable back‑office role Hands‑on experience with new account opening documentation, including business, trust, estate, and fiduciary accounts Strong knowledge of account‑opening controls, documentation standards, and regulatory requirements Proven ability to process high volumes of work accurately with exceptional attention to detail Experience working within internal banking portals or workflow/account‑opening systems Description Perform end‑to‑end setup of new commercial and fiduciary client accounts through internal account‑opening platforms Review, assemble, and validate new account documentation to ensure completeness, accuracy, and compliance Process account maintenance requests, including updates, corrections, and documentation remediation Support a wide range of account types, including business, trust, estate, and fiduciary structures Partner with internal teams to resolve documentation gaps and ensure timely account activation Additional Skills & Qualifications Prior exposure to trust, estate, or fiduciary operational workflows Familiarity with regulatory expectations around KYC, CIP, and account governance Strong written communication skills for internal issue resolution and documentation follow‑ups Ability to prioritize workload effectively in a deadline‑driven environment Experience navigating multiple internal systems simultaneously Job Type & Location This is a Contract position based out of Brea, CA. Pay and Benefits The pay range for this position is $30.00 - $32.00/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 Type This is a fully onsite position in Brea,CA.

Application Deadline This position is anticipated to close on Apr 20, 2026. h4>

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.