Document Processor

About the role

This role supports financial advisors by processing paperwork, updating account information, and ensuring client data is accurate. The work is detail‑oriented, involves extensive use of spreadsheets and internal systems, and focuses on reviewing documents, entering and verifying information, tracking work in Excel, and helping ensure account transactions are handled correctly and on time.

Responsibilities

• Review and process account paperwork and financial documents.
• Track tasks and workloads using Excel and other internal systems.
• Handle a high volume of transactions accurately and efficiently.
• Update client and account information in multiple systems.
• Verify data, troubleshoot discrepancies, and correct errors when needed.
• Process requests such as account updates, account closures, and investment‑related changes.
• Work with advisors to ensure paperwork is completed correctly.
• Follow established procedures and compliance requirements.
• Support ongoing projects related to company acquisitions and system integrations.
• Assist with the rollout of new financial products and programs.
• Monitor reports and account activity to ensure information remains accurate.
• Learn company platforms and become a go‑to resource for operational processes.

Requirements

• High school diploma or equivalent.
• At least 6 months of experience in financial services, banking, wealth management, or a similar environment.
• Strong Microsoft Excel and Microsoft Office skills.
• Excellent attention to detail and accuracy.
• Comfortable processing a high volume of paperwork and transactions.
• Ability to work across multiple computer systems at once.
• Strong organization and time‑management skills.
• Basic understanding of financial services, investments, or brokerage operations.
• Ability to identify problems and help find solutions.

Qualifications

• Experience working in a financial operations, banking, or back‑office support role.
• Experience maintaining account records or processing financial transactions.
• Familiarity with investment platforms, trading systems, or advisory tools.
• Experience reconciling data between multiple systems.
• Strong communication skills and the ability to explain processes clearly to others.

Pay

$19.00 – $21.00 per hour (range depends on qualifications, experience, location, internal equity, and other job‑related factors).

Benefits

• Medical, dental & vision coverage
• Critical Illness, Accident, and Hospital coverage
• 401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available
• Life Insurance (voluntary life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, vacation or sick leave)

Schedule

Hybrid schedule with at least two days per week in the West Des Moines office. Monday through Friday, 8:00 AM – 4:30 PM.