Document Control operations Associate

Spectraforce Technologies; Westlake (TX); On-site; USD 28,000 - 47,000; Full time

Job summary

Spectraforce Technologies is seeking a Document Control Operations Associate for a 6-month, full-time assignment in Westlake, TX. The role is on-site with an October 5th start date.

You will process document intake for Estate Valuation, create and process documents for internal partners and the end client, and support a variety of document handling tasks in a fast-paced environment.

Flexibility and teamwork are essential as deadlines peak and workloads fluctuate.

Responsibilities

• Performs a variety of first touch functions and services for our clients, financial advisors and business partners.
• Analyzes incoming documents and indexing them into proper workflows ensuring the requests are handled promptly.
• Processing aspects also include sorting incoming mail, scanning documents into our electronic processing systems, processing undeliverable mail, retrieving and mailing duplicate statements, confirmations and tax forms to our clients, microfilm document retrieval, as well as additional tasks and special projects.
• Flexibility and teamwork are key aspects as you will be asked to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.

Job description

Document Control operations Associate

Duration: 6 Months

Location: Westlake, TX

Position will be full-time in the office (not remote).

Start date: Monday, October 5th

Summary

The contractor's role would be to process document/request intake for Estate Valuation processing. This would include document creation and processing to both internal business partners and the end client.

Responsibilities

• Performs a variety of first touch functions and services for our clients, financial advisors and business partners.


• An integral part of this role includes analyzing incoming documents and indexing them into proper workflows ensuring the requests are handled promptly.


• Processing aspects also include sorting incoming mail, scanning documents into our electronic processing systems, processing undeliverable mail, retrieving and mailing duplicate statements, confirmations and tax forms to our clients, microfilm document retrieval, as well as additional tasks and special projects.


• In this role, flexibility and teamwork are key aspects as you will be asked to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.