Banking Operations

Job Description

We are seeking a detail-oriented and highly organized Document Processing Associate to support critical operational functions within a fast-paced financial services environment. This role serves as a key part of the operations team, ensuring incoming client and advisor requests are processed accurately, efficiently, and within established service level expectations.

The ideal candidate thrives in a high-volume environment, demonstrates strong attention to detail, and can adapt quickly to changing priorities throughout the day.

Responsibilities

• Analyze incoming documents and accurately index them into appropriate workflows for processing

• Review and process client, advisor, and business partner requests in accordance with established procedures

• Sort, prepare, and distribute incoming mail

• Scan and upload documents into electronic processing systems while ensuring accuracy and quality control

• Process undeliverable mail and maintain associated records

• Retrieve and fulfill requests for duplicate statements, confirmations, tax forms, and other client documentation

• Conduct document and microfilm retrieval requests as needed

• Meet critical processing deadlines and service level commitments

• Assist with special projects and operational initiatives

• Partner with team members and business partners to resolve processing issues and improve workflow efficiency

• Adapt quickly to changing priorities and assist with high-volume processing spikes across multiple functions

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Previous experience in operations, document processing, data entry, records management, or administrative support preferred

• Financial services, banking, insurance, or corporate operations experience

• Experience working with electronic document management systems

• Knowledge of records retention, compliance, and document processing procedures