Document Management & Vault Operations Specialist

EQUITY ADMINISTRATIVE SERVICES INC; Westlake (OH); Vor Ort; USD 38.000 - 52.000; Vollzeit

Zusammenfassung

Equity Administrative Services Inc in Westlake, OH is seeking a Specialist, Document Management & Safekeeping to maintain secure custody of client documents and assets. You will process incoming mail, categorize and scan records, and ensure vault custody and audits are performed accurately.

The role requires meticulous attention to detail, confidentiality, and the ability to work in a fast-paced environment while coordinating with multiple departments to fulfill requests and maintain custodial

Qualifikationen

• High School Diploma or equivalent required.
• Experience with vault management or safekeeping preferred.
• Ability to maintain confidentiality and handle sensitive information.
• Strong attention to detail and accuracy in indexing and filing.

Aufgaben

• Picks up all incoming mail and processes by opening, sorting, and tracking volumes.
• Processes all client correspondence and forwards as appropriate.
• Indexes information into workflow system for each form type and department.
• Manages assigned email/fax lines and initiates workflow as needed.
• Reviews and safekeep original documents in the secure vault.
• Performs periodic vault audits and reconciles discrepancies.

Kenntnisse

Data entry

Document management

Vault management

Attention to detail

Communication

Ausbildung

High School Diploma or equivalent

Associate’s degree preferred

Tools

Microsoft Office

Document scanning technology

Workflow system

10-key typing

Jobbeschreibung

Equity Administrative Services Inc in Westlake, OH is seeking a Specialist, Document Management & Safekeeping to maintain secure custody of client documents and assets. You will process incoming mail, categorize and scan records, and ensure vault custody and audits are performed accurately.

The role requires meticulous attention to detail, confidentiality, and the ability to work in a fast-paced environment while coordinating with multiple departments to fulfill requests and maintain custodial