File Management Specialist

1 week ago


West Palm Beach, Florida, United States EisnerAmper Full time
Job Description

The successful candidate will be responsible for reviewing and processing large volumes of documents, ensuring accuracy and timeliness in completing assignments. This includes preparing files for scanning, downloading electronic documents from bank and/or brokerage firm websites, and scanning or uploading documents to a specific folder or system.

The ideal candidate will have excellent organizational skills, attention to detail, and ability to prioritize work to balance multiple projects and deadlines.

  • Prepares files to be scanned (removes staples, paper clips, unfolds edges, removes documents from binders, etc.).
  • Downloads electronic documents from bank and/or brokerage firm websites.
  • Scans and/or downloads documents and saves to a specific folder or Doc.it.
  • Ensures that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly.
  • Follows internal controls for daily check pulls.
  • Assists with client filing.
  • Sorts and stamps a high volume of incoming mail and checks for deposit.
  • Provides backup assistance to the receptionist as needed.


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