Description
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Job Summary
The Document Scanner is responsible for tasks such as data entry, scanning, mail sorting or similar activities. Performance is judged based on the quality of work, application of knowledge and ability to meet time constraints.
Essential Functions and Responsibilities
Prep files to be scanned (remove staples, paper clips, unfold edges, remove documents from binders, etc.). Download electronic documents from bank and/or brokerage firm websites. Scans and/or downloads documents and saves to a specific folder or Doc.it. Ensures that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly. Ensures that all internal controls are followed for daily check pulls. Assists with client filing. Sorts and stamps a high volume of incoming mail and checks for deposit. Provides backu...