Document Processors $32/hr

Remote Project Assistants, 5 openings

More new job listings: Admin and Clerical / Data Entry / Executive Support / Financial / Legal Office

Pay rate is $32/hr

REMOTE Are you passionate about client relations and eager to start your career in a dynamic, remote environment? We’re seeking an Entry-Level Documentation Specialist to join our team and support client onboarding processes. In this role, you’ll be responsible for ensuring that all documentation related to account opening is accurate, streamlined, and tailored to meet client needs. This is an excellent opportunity to develop your skills in documentation management and client communication while contributing to a seamless onboarding experience.

Responsibilities:

• Owning the research, creation, validation and negotiation oversight of client documentation for account opening
• Leverage critical thinking skills to customize, streamline, and solution account and documentation needs
• Managing client and internal expectations with a continued drive to exceed expectations
• Interacting with clients, answering client questions and working with clients to minimize documentation requirements
• Representing the team as the Documentation Specialist on your assigned implementations
• Collaborate with team and internal partners (Legal, Service, Sales) to deliver a seamless client onboarding experience
• Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success

Preferred qualifications, skills and capabilities:

• Bachelor of Arts/Bachelor of Science degree is preferred not required
• Proven ability to independently identify issues, analyze problems and provide viable solutions
• Excellent verbal and written communication skills
• Time management and organizational skills
• Experience in financial services, if possible Corporate/Commercial Banking, helpful not required
• Excellent attention to detail
• Strong client focus and ability to partner with various internal groups and client coverage.
• Review documents to verify correct verbiage, accurate dates and facts.

About the Company:

Our company is dedicated to delivering exceptional client experiences through innovative solutions and a commitment to excellence. As a leader in the financial services industry, we pride ourselves on our ability to adapt and respond to the evolving needs of our clients. We are driven by a passion for helping businesses succeed, offering a range of services that ensure seamless and efficient client onboarding. Our team is composed of professionals who value collaboration, integrity, and the pursuit of excellence in everything we do. With a strong focus on empowering our employees, we provide the tools and support needed to thrive in a dynamic, remote work environment.

Joining our team means becoming part of a forward-thinking company that values your contributions and invests in your professional growth. If you’re ready to take the next step in your career and make a meaningful impact, we encourage you to apply today.

---

GET STARTED AS A VIRTUAL ASSISTANT

Get a free listing in our virtual assistant directory and join our remote talent pool instantly. Apply for remote jobs, attend live interviews, and connect with hiring managers. It's free for virtual assistants and job seekers.

Tags: admin, clerical support, Full Time, office assistant, project management, virtual assistant