Document Control Operations Associate - Expert

Our client, a leader in estate services, is seeking a Document Control Operations Associate - Expert to join their team. As a Document Control Operations Associate - Expert, you will be part of the Estate Valuation department supporting document creation and processing for estate valuation requests. The ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to adapt quickly, which will align successfully in the organization.

Job Title: Document Control Operations Associate - Expert

Location: Westlake, TX

Pay Range:$25.5

What's the Job?

• Create and process documents related to estate valuation requests, ensuring accuracy and completeness.
• Coordinate with internal partners to send and receive estate valuation documentation.
• Analyze incoming documents and index them into proper workflows for efficient processing.
• Handle a high volume of cases daily, managing data entry for stocks, bonds, and other assets.
• Navigate multiple systems to input and transfer data accurately and efficiently.

What's Needed?

• Proficiency in Excel, including macro usage for streamlined data entry.
• Strong attention to detail and accuracy in data processing.
• Ability to manage multiple tasks and switch gears quickly as priorities change.
• Experience with data entry involving financial assets such as stocks and bonds.
• Excellent organizational and communication skills to collaborate effectively with team members and internal partners.

What's in it for me?

• Opportunity to work in a dynamic and supportive team environment.
• Gain valuable experience in estate valuation and document management processes.
• Work onsite in a collaborative setting in Westlake, TX.
• Competitive pay rate aligned with industry standards.
• Potential for extension beyond the initial 6-month duration.