Onboarding Documentation Specialist

RESEARCH DATA GROUP INC • Boise, ID

1d • $44,000 - $46,000

About The Position

As a Financial Document Preparation Specialist, you will play a key role in creating standardized financial documents and structured Excel templates used during client onboarding and beyond. This role emphasizes document formatting, financial data organization, consistency, and accuracy—not IT support, technical troubleshooting, or healthcare documentation. You’ll work with the onboarding team to ensure all materials are properly formatted, validated, and ready for client use. Your work ensures accuracy and professionalism in the financial documents our clients rely on.

Requirements

• Strong attention to detail and a commitment to accuracy.
• Proficiency in Excel (formulas, references, data validation) and Word (styles, tables, sections, formatting).
• Comfortable working independently while collaborating with internal teams.
• Excellent organizational skills and consistency in following processes.
• Ability to adapt quickly and thrive in situations with shifting priorities.
• High school diploma required; associate or bachelor’s degree preferred.

Nice To Haves

• Experience in document preparation, administrative work, or financial reporting support is a plus.
• Familiarity with financial statements or regulatory reporting is a plus but not required.

Responsibilities

• Create and format standardized financial documents according to RDG’s reporting and style guidelines.
• Build and update Excel templates with correct formulas, references, and structured data fields.
• Conduct quality reviews to ensure accuracy, completeness, and consistency.
• Maintain organized document libraries and manage version control.
• Update internal SOPs and ensure internal documentation remains clear and current.
• Collaborate with onboarding specialists to translate requirements into finalized templates.
• Troubleshoot and correct document formatting or structure issues.
• Assist with updating templates after clients transition into ongoing use.

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