Document Coordinator

2 weeks ago


South Jordan, United States Compunnel Inc. Full time

Duration: 06 Months (with a possibility of extension)

Client: One of the largest investment banks


Overview:

We are looking for a Documents Coordinator who will be responsible for processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel.


Duties:

  • Checking inbound client documents for accuracy.
  • Notating all activities on the account, and submitting accurate forms for final processing to service center.
  • Make outbound contact both in writing and verbally with clients concerning paperwork.


Qualifications:

  • The successful candidate will have 1-2 years experience in the financial services or document processing. Prefer a 4 year college degree and an interest in career development.
  • Requires ability to define and prioritize project activities and follow-up on project progress; strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field.
  • Must be able to learn quickly and to engage in a number of detailed tasks at once. Must have strong flexibility in regard to the duties assigned and problem solving skills, be able to work independently.

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