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Document Control Operations Associate – Mid-Level (3-5 years)


This is a Full-time position in Sanford, FL posted May 28, 2023.


Role: Document Control Operations Associate (Part time)

Location: Orlando FL (onsite)

Duration : W2 Contract

$18/hr on W2

Job Summary/Description:

Performs a variety of first touch functions and services for our clients, financial advisors and business partners.

An integral part of this role includes analyzing incoming documents and indexing them into proper workflows ensuring the requests are handled promptly.

Processing aspects also include sorting incoming mail, scanning documents into our electronic processing systems, processing undeliverable mail, retrieving and mailing duplicate statements, confirmations and tax forms to our clients, microfilm document retrieval, as well as additional tasks and special projects.

In this role, flexibility and teamwork are key aspects as you will be asked to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.


Work Schedule: Part-time assignment working Monday, Tuesday, Friday. Additional and/or Full-time possibility if business needs support additional hours. Hours: 6:30am – 3:00pm

Location: Orlando, FL. 100% onsite

Requirements: Capacity to prioritize and work efficiently in a structured environment.

Strong attention to detail with demonstrated ability to process work accurately in a high volume environment.

Ability to learn, adapt quickly and understand procedural concepts.

Proficient data entry and computer skills. Flexibility with regard to both schedule and role as associates may be called to perform work outside of the team’s core functions, in response to work volumes and business demand.

Associate or Bachelor’s degree preferred, but not required.

Desire for growth opportunities, ongoing training, and further knowledge in the Financial Services industry.

The department handles paper checks that are mailed in and the processing.

Someone with attention to detail, integrity and accountability.

The role will be responsible for processing those payments as they come in.

Some physical activity lifting up 25 pounds at a time dealing with physical documents and standing 2-3 hours at a time.

Basic filing and Excel usage. Some data entry.

Need someone that is willing and able to work onsite.


Shivani Rautela

Technical Recruiter