Document Processor

Aston Carter • Linn Township, IA

1d • $19 - $21 • Hybrid

About The Position

This role supports financial advisors by processing paperwork, updating account information, and making sure client data is accurate. If you enjoy detail-oriented work, staying organized, and working with spreadsheets and systems, this could be a great fit. You'll spend most of your day reviewing documents, entering and verifying information, tracking work in Excel, and helping ensure account transactions are handled correctly and on time.

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.

Nice To Haves

• 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.

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.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED