Document Processing Associate

About the role

Join a leading investment management and financial services organization as a Financial Operations Support Associate. This role supports critical operational processes related to incoming investor correspondence, financial documents, and check processing activities.

Responsibilities

• Receive, sort, and process incoming mail and correspondence from individual investors and institutional clients.
• Scan and upload documents into automated workflow systems, ensuring accurate routing to the appropriate business units.
• Process incoming checks and financial documents in accordance with established procedures and regulatory guidelines.
• Absorb and distribute bank deposits, transactions, and workflow activities.
• Support internal business partners with document retrieval requests, mail inquiries, and operational support tasks.
• Accurately maintain records and ensure proper filing and organization of sensitive financial documents.
• Prioritize multiple tasks and workflows to meet service-level expectations and operational deadlines.
• Provide exceptional customer service to internal stakeholders while maintaining high-quality standards.
• Participate in monthly operational activities and special projects as assigned.

Requirements

• 1+ year of experience in administrative support, operations support, mailroom processing, document handling, banking operations, or a related environment.
• Strong attention to detail and commitment to accuracy.
• Experience with document scanning, filing, mail processing, or records management.
• Comfortable working in a high-volume, production-based environment.
• Strong computer proficiency, including experience navigating multiple systems simultaneously.
• Working knowledge of Microsoft Excel and other Microsoft Office applications.
• Strong reading, math, and analytical skills.
• Excellent organizational and time-management abilities.
• Ability to handle confidential financial information with discretion.
• Strong written and verbal communication skills.

Preferred Qualifications

• Experience within financial services, banking, investment operations, insurance, or back-office processing environments.
• Previous experience with check processing, deposits, payment processing, or transaction operations.
• Familiarity with workflow management systems and imaging platforms.