Financial Forms Processing Specialist - Remote

Overview

Instant Teams is hiring seven Financial Forms Processing positions! In this position, you will be responsible for processing documents while comprehending and developing a working knowledge of all standard operating procedures associated with core functions, while meeting and exceeding client Service Level Agreements with the highest standards of quality and timeliness. This opportunity is 100% remote, and equipment is provided.

In Short

• Developing and implementing a working knowledge of all standard operating procedures associated with core functions (including data entry, categorization, researching data, scanning/reviewing, form processing)
• Processing rule-based documents and other documents that may require problem-solving and minimal manual updates
• Performing repeatable, as well as nonstandard, processing functions while upholding, with the intent to exceed, existing quality standards
• Interacting with and relying on the team for questions and problem-solving
• Researching errors and determining preventative measures
• Researching complex participant benefit issues and providing resolution in accordance with due dates and document processes
• Performing other duties as assigned

Requirements

• 2+ years processing information where accuracy and attention to detail are essential
• Ability to communicate verbally and in writing effectively with stakeholders
• Intermediate knowledge of Microsoft applications with proficiency in Excel
• Experience using multiple software systems in a remote setting
• The ability to work independently and collaboratively
• The ability to be highly organized and capable of the administrative tasks needed for the role
• Employment is contingent upon successful completion of a background check.

Benefits

• Equipment Provided