Document Preparation Specialist

1 week ago


Titusville, Florida, United States Wealth Management Accounting Full time

Job Title: Document Preparation Specialist

 

Overview:

Wealth Management Accounting seeks a reliable and detail-oriented Document Preparation Specialist to join our team. This part-time role offers exceptional flexibility, with the potential to work on a hybrid schedule after training.

 

About the Role:

The right candidate will be trustworthy, self-motivated, and able to manage their time responsibly. You'll support our team by preparing and organizing essential documents, including tasks such as Mail Merge in Microsoft and using document preparation software.

 

Key Responsibilities:

  • Prepare, format, and organize documents with high accuracy.
  • Use Microsoft's Mail Merge feature to generate documents as required.
  • Collaborate with team members to ensure documents meet company standards and client needs.
  • Maintain confidentiality and professionalism in all tasks.

 

Required Skills and Qualifications:

  • Experience with Microsoft Office, particularly Mail Merge, and familiarity with document preparation software.
  • Prior exposure to estate planning documents is a plus, though not required.
  • Strong attention to detail and commitment to accuracy.
  • Self-motivated and capable of managing time effectively.

 

Benefits:

  • Flexible Hours: Work part-time hours that can fit your schedule.
  • Potential Hybrid Role: After completing initial training, there is an option to work remotely.
  • Growth Opportunity: Be part of a supportive team where your skills and dedication are recognized.

 

Salary Range: $15-17 per hour



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