Onboarding Documentation Specialist

RESEARCH DATA GROUP INC • Boise, ID

8d • $44,000 - $46,000 • Onsite

About The Position

At RDG, we empower businesses with innovative compliance and reporting solutions that simplify complex processes and deliver peace of mind. Our mission is to make compliance effortless through technology, expertise, and exceptional client support. We pride ourselves on a collaborative culture, continuous learning, and a commitment to helping our clients succeed. If you’re looking for a place where your ideas matter and your growth is supported, RDG is the right fit for you. About the Role Combine your eye for detail with your technical skills to create templates and tools that make onboarding smooth and efficient for our clients. As an Onboarding Document Specialist, you’ll prepare base documents and linked Excel workbooks that integrate with RDG software. Your work ensures accuracy, compliance, and consistency, enabling our onboarding team to deliver exceptional client experiences. While client interaction is minimal, your contributions will have a significant impact on client success.

Requirements

• Strong attention to detail and accuracy in document preparation.
• Proficiency in Excel (formulas, references, data validation, links).
• Proficiency in Word or similar tools (formatting, styles, cross-references, table of contents).
• Ability to adapt quickly and thrive in situations with shifting priorities.
• Ability to follow technical documentation and maintain clear internal notes.
• Strong organizational skills and ability to work independently while collaborating effectively with internal teams.
• Previous experience in document preparation or technical template creation preferred.
• High school diploma required; Associate or Bachelor’s degree preferred or equivalent work experience.

Nice To Haves

• Familiarity with SEC filings or financial documents is a plus.

Responsibilities

• Build and maintain SEC filing and other base documents according to RDG standards.
• Develop and validate linked Excel workbooks; confirm formulas, named ranges, and data mappings.
• Proof, QA, and version control all templates; maintain organized repositories.
• Document SOPs and keep internal resources up to date.
• Collaborate with onboarding specialists to translate requirements into accurate templates.
• Perform test runs to verify compatibility and data integrity with RDG software.
• Identify and resolve template issues; escalate complex problems when necessary.
• Support post-onboarding template updates as clients adopt the system.

Benefits

• Unlimited PTO – because work-life balance matters.
• All Federal Holidays paid off.
• 401K with company match.
• Free Parking.
• Comprehensive training on RDG solutions and onboarding processes.
• Collaborative, supportive team culture.
• Competitive compensation and benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees