Financial Document Processing W2

Job Description

The successful candidate will have 1-2 years experience in the financial services or document processing. Prefer a 4 year college degree and an interest in career development.

Attention to detail, dependable, self-starter who can work in a fast paced environment

• Processing incoming and outgoing paperwork including mail and facsimiles
• Support client service associates and operational personnel
• Checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center
• Make outbound contact both in writing and verbally with clients concerning paperwork

Requires ability to define and prioritize project activities and follow-up on project progress; strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field. Must be able to learn quickly and to engage in a number of detailed tasks t have strong flexibility in regard to the duties assigned and problem solving skills, be able to work independently.

Additional Information

All your information will be kept confidential according to EEO guidelines.