Financial Forms Processing

Instant TeamsFort Worth, TX
6h$20 - $20Remote

About The Position

Instant Teams is hiring one Financial Forms Processing Remote Team Member! 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. 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 performing the administrative tasks needed for the role
  • Employment is contingent upon successful completion of a background check.
  • All remote team members will be required to initiate an additional background check upon the completion of paperwork, fingerprinting, and e-QIP.
  • Satellite-based internet services (including Starlink) are not eligible for this role

Responsibilities

  • 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

Benefits

  • Equipment Provided
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