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Document Imaging Specialist

IRA Services, Inc. San Carlos, CA
  • Posted: over a month ago
  • $45,000 to $50,000 Annually
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

The Document Imaging Specialist serves as an essential member of the Document Management team to provide full and diversified support to all departments. Laserfiche is our enterprise content management (ECM) software. Used in combination with Zendesk software we provide a ticketing system for all customer service support solutions. This platform provides real-time access to staff members across the entire company for tracking the life cycle of all financial interactions and documents with our clients.

  • Prepare New Account Application packets and scan into Laserfiche.
  • Sort and prepare for scanning all mail that has been categorized by individual departments, then scan into Laserfiche/Zendesk.
  • Use the IRA System database for client lookup and detailed account information.
  • Use the online IRA Service Employee Portal for client lookup and detailed account information.
  • File and maintain accurate hard copy files by Day Group.
  • Monitor Zendesk ticketing system for original document request; retrieve documents from their proper location in the Day Group Files and deliver to the requester.
  • Scan all Forward to Investor mail and send out via email and/or Certified US Mail.
  • Scan all Property Tax Bills and send out via email and/or Certified US Mail.
  • Assist with preparing and scanning batches of checks into Laserfiche/Zendesk.
  • Assist with logging, scanning and filing Exception Checks via Excel, Laserfiche and Zendesk.
  • Assist with updating the Daily Report for Exception Checks and Deposits Total.
  • Assist with day-to-day department duties as required.
  • Miscellaneous scanning and filing duties as required.
  • Special projects as required, may include scanning and/or indexing.
  • Reconcile Returned Mail by researching bad address and making the necessary update to the client database.

While performing the duties of this job, (I) am frequently required to stand; sit; use hands to finger; handle, or feel; reach with hands and arms; and talk or hear. I am occassionally required to walk; climb or balance; and stoop, kneel, or crouch. (I) must be able to lift and/or move 30 pounds. Specific vision abilities required by this job include close vision, and ability to focus.

IRA Services, Inc.

Why Work Here?

Exciting future ahead with the company which will increase room for growth.

About IRA Services Trust Company: IRA Services has more than 35 years of experience offering unmatched custodial, administrative, and trustee services in the self-directed IRA industry. We provide experience, superior service, true diversification, and low fees, giving you more choices and more control for a better retirement. Chartered in 2008, IRA Services Trust Company is a non-depository trust company regulated by the State of South Dakota Division of Banking. It is authorized to act as a custodian of self-directed IRA accounts. Our account holders invest in traditional publicly-traded assets such as stocks, bonds, and mutual funds, and a wide variety of alternative assets, including: real estate, precious metals, partnerships, limited liability companies, private stock, promissory notes, crowdfunding investments, and more. Investors choose IRA Services as their preferred self-directed IRA custodian because we provide the highest level of customer service to all of our clients, and charge a fair and reasonable price for the services we provide. Our fees are among the lowest, if not the lowest, in the industry. We work with Individuals who want the advantages of a self-directed retirement account, as well as Advisors, Investment Providers and Professionals who specialize in providing alternative asset investment products or help guide investors through their investment decisions. For over three decades, we have assisted mid to large sized Institutions and Organizations with sophisticated custodial trust solutions that offer more choices and greater control. As a passive custodian, IRA Services Trust Company does not perform due diligence on any investments, nor do we provide any investment, legal, or tax advice. What we do provide is custodial administration you can trust. We practice the highest standard of custodial responsibility and advocacy and are dedicated to supporting your custodial needs.


1160 Industrial Road, Suite 1, San Carlos, CA 94070
San Carlos, CA

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