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Remote File Organizer Jobs in Emmaus, PA (NOW HIRING)

Benetrends

Corporate Formation Specialist

Lansdale, PA · Remote

$50K - $55K/yr

Prepare and file required documents to establish corporate entities including: * Articles of ... Organize and prepare documents for banks and other related parties * Prepare and send minutes ...

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All JobsFile Organizer JobsRemote File Organizer JobsRemote File Organizer Jobs in Emmaus, PA

Remote File Organizer information

See Emmaus, PA salary details

$28.8K

$54.4K

$79.3K

How much do remote file organizer jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote file organizer in Emmaus, PA is $54,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $63,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a remote file organizer?

To excel as a Remote File Organizer, you need strong organizational skills, attention to detail, and familiarity with digital file management, often supported by experience in administrative or clerical roles. Proficiency with cloud storage platforms like Google Drive, Dropbox, and document management systems is typically required. Excellent communication, time management, and problem-solving abilities help you coordinate with clients and adapt to changing organizational needs. These skills ensure efficient, accurate, and secure file management, which is critical for smooth business operations in a remote environment.

What are some common challenges faced by remote file organizers, and how can they be addressed?

Remote File Organizers often encounter challenges such as inconsistent file naming conventions, dealing with disorganized legacy data, and coordinating with multiple team members who have varying digital habits. To address these issues, it's important to establish clear guidelines for file organization, maintain regular communication with stakeholders, and utilize collaborative tools that track changes and streamline access. Proactively seeking feedback and providing training on organizational best practices can also help ensure long-term file management success.

What is a remote file organizer?

Remote file organizers are professionals who help individuals or businesses manage, sort, and streamline their digital files and documents from a remote location. They use various software tools to create efficient folder structures, name files consistently, and ensure easy access and retrieval of important information. This role is especially useful for clients who have large amounts of digital data and want to increase productivity and reduce clutter without needing someone on-site.

What is the difference between Remote File Organizer vs Data Entry Clerk?

AspectRemote File OrganizerData Entry Clerk
Required CredentialsBasic computer skills, organizational skillsHigh school diploma, typing proficiency
Work EnvironmentRemote, digital file managementRemote or office, data input tasks
Industry UsageFile management, digital organizationAdministrative, clerical work
Common Search/ComparisonYesYes

The Remote File Organizer primarily focuses on managing and organizing digital files remotely, requiring organizational skills and basic tech knowledge. In contrast, a Data Entry Clerk handles data input tasks, often involving high typing speed and accuracy. While both roles can be remote and involve digital work, their core responsibilities differ, with the Remote File Organizer emphasizing file management and the Data Entry Clerk focusing on data accuracy and entry.

What cities near Emmaus, PA are hiring for Remote File Organizer jobs? Cities near Emmaus, PA with the most Remote File Organizer job openings:
Remote File Organizer jobs near you
Infographic showing various Remote File Organizer job openings in Emmaus, PA as of August 2026, with employment types broken down into 74% Full Time, and 26% Part Time. Highlights an 100% Remote job distribution, with an average salary of $54,418 per year, or $26.2 per hour.

Client Onboarding Specialist (Retirement & Financial Services)

Benetrends Financial

Lansdale, PA • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Customer Service Onboarding Specialist ( Retirement)

Location: Fully Remote (US)
Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after-hours support as needed)

About the Role

We are seeking a highly organized and detail-oriented Retirement Plan  Customer Service Onboarding  Specialist  to support our ROBS (Rollover as Business Start-Up) on-boarding process. This role plays a critical part in delivering a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements.

This position is ideal for someone who thrives in a fast-paced environment, enjoys working directly with clients, and has a strong eye for accuracy and process management.

Work Environment Requirements
  • Fully remote position — candidates must maintain a secure, professional home office environment
  • Must reside in one of the following states:
    AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA
Key ResponsibilitiesClient Communication & Documentation
  • Manage outreach campaigns to collect on boarding documentation for capitalization and stock issuance
  • Proactively follow up with clients via email, phone, and other channels
  • Assist clients in completing on boarding forms accurately and efficiently
  • Monitor workflows to ensure timely completion of on-boarding milestones
Stock Issuance & Capitalization
  • Perform detailed quality reviews of client documents and capitalization materials
  • Calculate and record stock issuance transactions
  • Review and verify stock entries for accuracy
  • Support retirement plan and personal investment calculations
  • Coordinate with third-party valuation providers for required appraisals
  • Maintain reporting related to initial appraisals
SBA Lender Support
  • Prepare complete and accurate documentation packages for SBA lenders
  • Respond to lender and internal team inquiries
  • Ensure all materials meet quality and timing standards
Data Management & Quality Assurance
  • Maintain accurate client records across systems
  • Organize and store documentation in designated repositories
  • Identify and resolve discrepancies or missing information
  • Review retirement plan documentation and coordinate corrections as needed
General Responsibilities
  • Manage multiple client files and deadlines simultaneously
  • Exercise sound judgment when reviewing documentation
  • Maintain confidentiality of sensitive client information
  • Support ongoing projects and process improvements
Required Skills & Experience
  • Strong attention to detail and organizational skills
  • Excellent written and verbal communication abilities
  • Ability to manage multiple priorities in a fast-paced environment
  • Client-focused mindset with strong customer service skills
  • Experience reviewing documentation for completeness and accuracy
  • Proficiency in Microsoft Office and business systems
  • Strong critical thinking and problem-solving skills
  • Ability to work independently and collaboratively
  • High level of discretion when handling sensitive data
Preferred Qualifications
  • Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
  • Experience in financial services, on-boarding, retirement plans, banking, or lending support
  • Familiarity with ROBS structures, stock issuance, or SBA documentation
  • Experience with CRM or document management systems
What We Offer
  • Competitive compensation
  • Medical, dental, and vision coverage
  • Generous PTO, paid holidays, and floating holidays
  • Fully remote work environment
  • Professional development opportunities 
  • A collaborative, supportive team that values your success

Apply