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Document Management Associate Jobs in Virginia (NOW HIRING)

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Document Preparation Associate

Ashland, VA · On-site

$19.57/hr

Experience working in records management, document processing, warehouse, or production environment is preferred Work Environment: This position takes place in a production-style document scanning ...

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Document Management Associate information

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$11

$26

$45

How much do document management associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for document management associate in Virginia is $26.26, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $33.37 per hour, depending on experience, location, and employer.

What is a document management associate?

Document Management Associates are professionals responsible for organizing, maintaining, and securing an organization's documents and records. They ensure that files are properly stored, easy to retrieve, and compliant with regulatory requirements. Their duties often include scanning, indexing, archiving, and managing both physical and digital documents. Additionally, they may assist in developing document management systems and policies to improve workflow and information security.

What are the key skills and qualifications needed to thrive as a document management associate?

To thrive as a Document Management Associate, you need attention to detail, organizational skills, and a background in records management or business administration. Familiarity with document management systems (DMS) such as SharePoint or DocuWare, as well as proficiency in Microsoft Office Suite, is typically required. Strong communication, problem-solving abilities, and discretion make someone stand out in this role. These skills ensure accurate, secure, and efficient handling of documents, which is critical for regulatory compliance and smooth business operations.

What are some common challenges faced by document management associates, and how can they be effectively addressed?

Document Management Associates often encounter challenges such as handling large volumes of documents, ensuring accuracy in data entry, and maintaining compliance with organizational or regulatory standards. Staying organized and using document management software efficiently can help manage workloads and reduce errors. Proactively communicating with team members and staying updated on document control policies are also key strategies for overcoming these challenges and ensuring smooth information flow within the organization.

What is the difference between Document Management Associate vs Data Entry Clerk?

AspectDocument Management AssociateData Entry Clerk
Required CredentialsHigh school diploma; familiarity with document management systemsHigh school diploma; basic computer skills
Work EnvironmentOffice setting, handling digital and physical documentsOffice setting, primarily inputting data into systems
Employer & Industry UsageLegal, healthcare, corporate sectorsVarious industries including retail, healthcare, finance
Common Search & ComparisonYesNo

The main difference is that a Document Management Associate focuses on organizing, maintaining, and retrieving digital and physical documents within specific systems, often requiring familiarity with document management software. In contrast, a Data Entry Clerk primarily inputs data into computer systems, with less emphasis on document organization. Both roles are essential in office environments but serve different functions related to information handling.

What cities in Virginia are hiring for Document Management Associate jobs?

Cities in Virginia with the most Document Management Associate job openings:

Document Management Associate jobs near you
Infographic showing various Document Management Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $54,618 per year, or $26.3 per hour.

Senior Client Management Associate

CAPTRUST

Alexandria, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Key responsibilities

  • Assist Client Management Consultants and Advisors in providing day-to-day support, including resolving client questions, processing transactions, and responding to ad hoc requests.

  • Prepare quarterly reviews, proposals, and other client-related materials by proofreading, printing, binding, and mailing, in collaboration with CMCs and Advisors.

  • Maintain and update client contact information within the CRM system (CAPCONNECT), assist with ongoing system maintenance, and handle client service functions such as new account paperwork, mailing correspondence, reports, and contracts.

Job description

WHO are we looking for? 

CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:


  • Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
  • Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
  • Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
  • Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
  • Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
  • Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
  • Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
  • Perform other duties and special projects as required, including firm-wide initiatives

Minimum Qualifications:

  • 3-5 years of Investment industry experience
  • High School Diploma or equivalent work experience 

Desired Qualifications/Skills:

  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Energized by change and ability to think “outside the box” regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Self-motivated; ability to work well independently and with others
  • A high standard of professionalism
  • Notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skills

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

330 John Carlyle Street,#400 | Alexandria, Virginia 22314

Due to the nature of the role, this is not a remote or work from home position. #LI-onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to- understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.


It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate

This position will remain open until filled. 

Apply