Document Processing Associate

TEKsystems • Owings Mills, MD

6d • $19 - $19 • Onsite

About The Position

Join a leading investment management and financial services organization as a Financial Operations Support Associate. This role is responsible for supporting critical operational processes related to incoming investor correspondence, financial documents, and check processing activities. The ideal candidate is highly detail-oriented, thrives in a fast-paced environment, and enjoys working with both administrative and financial operations workflows.
This position offers excellent long-term career growth opportunities, exposure to a well-established financial services environment, and the potential for permanent employment.

Requirements

• 1+ year of experience in administrative support, operations support, mailroom processing, document handling, banking operations, or a related environment.
• Strong attention to detail and commitment to accuracy.
• Experience with document scanning, filing, mail processing, or records management.
• Comfortable working in a high-volume, production-based environment.
• Strong computer proficiency, including experience navigating multiple systems simultaneously.
• Working knowledge of Microsoft Excel and other Microsoft Office applications.
• Strong reading, math, and analytical skills.
• Excellent organizational and time-management abilities.
• Ability to handle confidential financial information with discretion.
• Strong written and verbal communication skills.

Nice To Haves

• Experience within financial services, banking, investment operations, insurance, or back-office processing environments.
• Previous experience with check processing, deposits, payment processing, or transaction operations.
• Familiarity with workflow management systems and imaging platforms.

Responsibilities

• Receive, sort, and process incoming mail and correspondence from individual investors and institutional clients.
• Scan and upload documents into automated workflow systems, ensuring accurate routing to the appropriate business units.
• Process incoming checks and financial documents in accordance with established procedures and regulatory guidelines.
• Assist with bank deposit preparation, transaction processing, and workflow distribution activities.
• Review documentation for completeness and accuracy before processing.
• Support internal business partners with document retrieval requests, mail inquiries, and operational support tasks.
• Accurately maintain records and ensure proper filing and organization of sensitive financial documents.
• Prioritize multiple tasks and workflows to meet service-level expectations and operational deadlines.
• Provide exceptional customer service to internal stakeholders while maintaining high-quality standards.
• Participate in monthly operational activities and special projects as assigned.

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: No Education Listed