Document Management Team Lead

1 day ago


Westlake, Ohio, United States Equity Trust Full time
Job Summary

The Document Management Team Lead plays a critical role in supporting the Supervisor in directing day-to-day planning, implementation, and problem-solving to ensure the team achieves its daily goals in production and service. As a subject matter expert, this individual provides guidance by sharing their knowledge and skills with team members, assists in training new and existing employees on department processes, and meets or exceeds pre-determined service levels.

Key Responsibilities
  • Ensure team is processing in accordance with all policies and procedures.
  • Assist in training new and existing employees on team on department processes.
  • Meet or exceed pre-determined service levels.
  • Resolve escalated situations and handle incoming emails in a timely manner.
  • Allocate departmental resources according to processing needs.
Additional Responsibilities
  • Produce the daily workflow report.
  • Perform other duties as assigned.
Qualifications
  • High School Diploma or equivalent.
  • Minimum 2 years of experience in the retirement and/or financial industries preferred.
Technical Skills
  • Intermediate-level proficiency in Microsoft Office.
  • Intermediate 10-key skills.
  • Able to type at least 45+ WPM preferred.
Behavioral Competencies
  • Attention to Detail.
  • Organization.
  • Time Management.
  • Written and Verbal Communication.

This role operates in a professional office environment and requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.



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