Document Processing Specialist

3 weeks ago


South Jordan, Utah, United States Randstad Full time

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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