Fulfillment & Document Imaging Associate in Islandia, New York at AccruePartners

Date Posted: 10/30/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    At least 2 year(s)
  • Date Posted:
    10/30/2019

Job Description

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.

THE TEAM YOU WILL BE JOINING:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

WHAT THEY OFFER YOU:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

WHERE THE POSITION IS LOCATED:

  • Islandia, NY

WHY THIS ROLE IS IMPORTANT:

  • Process all incoming and outgoing mail
  • Perform advanced account maintenance
  • Upload internal Service Request Management system tasks pertaining to client requests
  • Prepare and mail all marketing packages/kits for existing and potential clients
  • Verify kit or package is completed correctly
  • Affix postage (USPS as well as overnight providers)
  • Mail miscellaneous forms requested by a client
  • Process daily deposit receipts
  • Process debits and credits from external vendors
  • Respond to client inquiries in a professional and timely manner.
  • Communicate with Internal and External Clients
  • Courteous and responsive to all client needs
  • Communicate professionally with clients and business partners.
  • Answer phones for internal/external clients and door for deliveries
  • Prepare documents for imaging
  • Check scanned documents
  • Scan documents into the optical system
  • Conduct quality assurance check of scanned documents from branches
  • Correct all scanned errors
  • Research and correct any issues with scanned documents/errors
  • Pull folders requested by internal departments
  • Maintain knowledge and understanding of the scanning system
  • Study related legislation and enforce adherence to requirements
  • Follow established policies and procedures and assure timely changes and modifications as warranted
  • Implement and enforce procedural changes
  • Advise management on necessary actions
  • Adhere to the rules and regulations of the Privacy Protection Act
  • Adhere to the rules and regulations of the Patriot Act

THE BACKGROUND THAT FITS:

  • High school diploma or equivalent required
  • 3 years clerical or data entry or related work experience required
  • Previous mailroom and/or banking operations experience required
  • 18 months experience as Fulfillment & Document Imaging Assoc I required
  • Clerical and research skills
  • Basic math and data entry skills with speed and accuracy
  • Detail oriented
  • Strong organizational skills
  • Strong interpersonal skills
  • Consistently able to meet team standards for quality and refer unusual activity
  • Good verbal and written communication skills
  • Basic computer skills; including Microsoft Word, Outlook, Excel, and PowerPoint
  • Ability to prioritize, multi-task, and change focus when needed
  • Proven ability and track record to research complex scenarios and make appropriate decisions
  • Demonstrated initiative to build expertise on more complex assignments
  • Furthers knowledge base by completing available learning courses