Document Processing Specialist
3 weeks ago
Job Summary:
Randstad is supporting a leading wealth management firm in need of a Document Processing Specialist. The ideal candidate will be responsible for processing and managing incoming and outgoing paperwork, ensuring accuracy and following up on project progress.
Key Responsibilities:
- Checking inbound client documents for accuracy and notating all activities on the account
- Submitting accurate forms for final processing to the service center
- Making outbound contact with clients concerning paperwork
- Defining and prioritizing project activities and following up on project progress
Requirements:
- Written and verbal communication skills
- Working knowledge and proficiency in MS Word and database input
- Knowledge of financial services field
Why Work with Randstad?
We are an equal opportunity employer and welcome applications from diverse candidates. If you require a reasonable accommodation to make your application or interview experience a great one, please contact us. Pay offered to a successful candidate will be based on several factors including education, work experience, work location, specific job duties, certifications, etc.
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