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Document Processing Associate Jobs in Portland, OR

Tax Associate

Vancouver, WA · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... payment processes * Properly document all correspondence with the state and client in their ...

Tax Associate

Portland, OR · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... payment processes * Properly document all correspondence with the state and client in their ...

Tax Associate

Gresham, OR · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... payment processes * Properly document all correspondence with the state and client in their ...

... process and train new team members on documentation policies. * Other duties as assigned. REQUIREMENTS: * High school diploma or equivalent required; Associate's degree in Health Information ...

Medical Records

Portland, OR · On-site

$28 - $32/hr

... process and train new team members on documentation policies. * Other duties as assigned. REQUIREMENTS: * High school diploma or equivalent required; Associate's degree in Health Information ...

... documentation. * Maintain relationships with permitting agencies to facilitate smooth approvals ... processes * Associate's or Bachelor's Degree in a related field is preferred Physical abilities ...

Draft, review, and negotiate contracts, settlement agreements, and other transactional documents ... Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review ...

... legal documents, defend and take depositions, attend court hearings, manage cases and advise ... If so, the process is as follows: Prepare an evaluation for each set of discovery assigned by the ...

Processes required documents with accuracy within RDC safety and performance requirements ... Help train other associates and new hires when necessary. * Observes all safety rules, quality ...

Prepare compliance documents for customer signature * Identify coverage discrepancies/differences ... Maintain appropriate level of confidentially of information processed * Duties are done in a team ...

Program Associate

Portland, OR · Hybrid

$49.50K - $59.50K/yr

As a Program Associate, you will implement processes to support project deliverables that advance ... Support the collection and basic analysis of project data; contribute to project documentation and ...

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Document Processing Associate information

See Portland, OR salary details

$11

$28

$48

How much do document processing associate jobs pay per hour?

As of Jun 1, 2026, the average hourly pay for document processing associate in Portland, OR is $28.09, according to ZipRecruiter salary data. Most workers in this role earn between $19.62 and $35.67 per hour, depending on experience, location, and employer.

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 are Document Processing Associates?

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 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 Portland, OR? The most popular types of Document Processing jobs in Portland, OR are:
What are popular job titles related to Document Processing Associate jobs in Portland, OR? For Document Processing Associate jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Document Processing Associate jobs in Portland, OR look for? The top searched job categories for Document Processing Associate jobs in Portland, OR are:
What cities near Portland, OR are hiring for Document Processing Associate jobs? Cities near Portland, OR with the most Document Processing Associate job openings:
Senior Client Service Associate

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Posted 25 days ago


Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.