The Wealth Management Imaging Clerk is responsible for indexing and coordinating scanning of Trust Client Original documents, Investment documentation, and client correspondence for the Trust department. The Imaging Clerk reviews documents to determine proper scanning and indexing of client files into the electronic file room and maintaining existing paper filings. This requires excellent accuracy, and attention to detail.
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Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
1,001-5,000 employees