Document Specialist - Tailored Management : Job Details

Position Details Role: Finance Associate Shift: TBD Interview: 1 round of interviews on Zoom Location: 680 West 10000 South, South Jordan UT 84095 (On-Site) Pay Rate: $22.17/hr Contract Length: 12 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Job Description Responsible for processing client paperwork, verifying document accuracy, and coordinating with service centers and clients. Requires strong communication skills, attention to detail, and proficiency in MS Word and database systems. Must be adaptable, quick to learn, and capable of handling multiple tasks independently in a financial services environment. Responsibilities

• Processing incoming and outgoing paperwork including mail and facsimiles.
• Support client service associates and operational personnel.
• 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.

Skills

• Attention to detail, dependable
• Self-starter who can work in a fast-paced environment
• 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.

Other Requirements

• 1-2 years' experience in the financial services or document processing.
• Prefer a 4-year college degree and an interest in career development.

Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting which will include verifying your education and your employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information #TMCS