New Accounts Representative

eTeam

📍 Brea, California, United States 💼 Contract 🕒 Posted June 19, 2026

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Job Description

Job Title: New Accounts Representative
Duration: Months (Potential extension of months after review)

Location: Brea, CA 

% Onsite role


Note: Looking for an experienced New Accounts Representative, with emphasis on Fiduciary/Trust Accounts and experience in reading and understanding Legal docs used to open Fiduciary/Trust accounts. Experience with Horizon Classic and XE is a bonus.
 
JOB SUMMARY: 
Reporting to the Branch Service Manager, the New Accounts Representative is responsible for processing a variety of new accounts for customers including checking, IRA, CD, and others.
Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. processing account changes/supersedes and assists with daily audit certifications (ICRP) responsibilities.
New Accounts Representative provides...
            

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Job Details

Location Brea, California
Job Type Contract
Category Financial Clerks
Posted Date June 19, 2026
Application Deadline July 29, 2026