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Document Processing Associate Jobs in North Carolina

Trust Processing Associate

Charlotte, NC ยท On-site

$38.19 - $40.19/hr

Trust Processing Associate Our client, a large financial services company, is seeking an ... Scans, files, documents incoming correspondence as well as prepare outbound mailings.

To perform a variety of clerical support tasks with the main focus on the processing of Black ... Become knowledgeable of internally designed document processing programs. * Assist with other ...

Under general supervision, resolves most problems but refers more complex issues to higher levels Process documents through Electronic Document Management Systems (EDMS) Quality checking documents to ...

Doc Admin

Waynesville, NC ยท On-site

$16.50 - $22.25/hr

A Document Administrative Associate is a professional who maintains organized and updated documents ... Review and process a variety of documents with a high degree of accuracy. * Ensure that all ...

Doc Admin

Waynesville, NC ยท On-site

$16.50 - $22.25/hr

A Document Administrative Associate is a professional who maintains organized and updated documents ... Review and process a variety of documents with a high degree of accuracy. * Ensure that all ...

Doc Admin

Waynesville, NC ยท On-site

$16.50 - $22.25/hr

A Document Administrative Associate is a professional who maintains organized and updated documents ... Review and process a variety of documents with a high degree of accuracy. * Ensure that all ...

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Document Processing Associate information

What is a document processing associate?

Document Processing Associates are professionals responsible for handling, organizing, and managing documents within an organization. They process, review, and verify the accuracy of documents, ensuring that all information is correctly formatted and entered into relevant databases or systems. Their duties often include data entry, scanning, filing, and maintaining records in accordance with company policies and legal regulations. Document Processing Associates play a crucial role in maintaining the integrity and accessibility of company information.

What are the key skills and qualifications needed to thrive as a document processing associate, and why are they important?

To thrive as a Document Processing Associate, you need strong attention to detail, organizational skills, and proficiency in data entry, often supported by a high school diploma or equivalent. Familiarity with document management systems, Microsoft Office Suite, and sometimes specialized scanning or imaging software is typically required. Excellent communication, time management, and problem-solving abilities help you handle high document volumes and collaborate effectively. These skills are essential to ensure accuracy, efficiency, and compliance in managing critical business documents.

What are some common challenges faced by document processing associates and how can they be overcome?

Document Processing Associates often encounter challenges such as managing high volumes of paperwork, ensuring accuracy under tight deadlines, and adapting to various document management systems. Staying organized, developing strong attention to detail, and becoming proficient with document automation tools can help overcome these obstacles. Regular communication with team members and supervisors also ensures workflow efficiency and reduces errors, making it easier to handle peak workloads.

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

AspectDocument Processing AssociateData Entry Clerk
Required CredentialsHigh school diploma; familiarity with document management softwareHigh school diploma; proficiency in data entry tools
Work EnvironmentOffice setting, handling physical and digital documentsOffice environment, primarily inputting data into systems
Employer & Industry UsageBanks, healthcare, legal firms, government agenciesBusinesses across various sectors needing data input
Common Search & ComparisonOften compared for document handling rolesCompared for data input tasks

The Document Processing Associate and Data Entry Clerk roles share similarities in office settings and required skills, but the associate focuses more on managing and processing documents, while the clerk emphasizes data input accuracy and speed. Both roles are essential in organizations handling large volumes of information.

What are the most commonly searched types of Document Processing jobs in North Carolina?

The most popular types of Document Processing jobs in North Carolina are:

What are popular job titles related to Document Processing Associate jobs in North Carolina?

For Document Processing Associate jobs in North Carolina, the most frequently searched job titles are:

What job categories do people searching Document Processing Associate jobs in North Carolina look for?

The top searched job categories for Document Processing Associate jobs in North Carolina are:

What cities in North Carolina are hiring for Document Processing Associate jobs?

Cities in North Carolina with the most Document Processing Associate job openings:

Trust Processing Associate

Charlotte, NC โ€ข On-site

Corps Team
Recruiting and Staffing Servicesย โ€ขย 51 - 200 employees

$38.19 - $40.19/hr

Other

Posted 18 days ago


Job description

Trust Processing Associate

Our client, a large financial services company, is seeking an experienced Trust Processing Associate for a 6 month contract assignment in Frisco, TX or Charlotte, NC. This role is hybrid with 3 days in office and 2 days remote per week. Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.

Responsibilities and Duties
  • Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
  • Scans, files, documents incoming correspondence as well as prepare outbound mailings.
  • Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
  • Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.
  • Adheres to all service level agreements and timeframes.
  • Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
  • Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.
  • Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
  • Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.
  • Responsible for the accuracy of transactions either initiated by the client or business partners.
Educational Requirements
  • University degree preferred
Work Experience
  • 2+ Years required; 3+ Years preferred in financial services or a similar processing / operations role
  • Salesforce experience
  • SEI experience preferred

Pay Rate- $38.19- $40.19/hour