Documents Specialist - Santa Ana, United States - Optima Tax Relief

Optima Tax Relief
Optima Tax Relief
Verified Company
Santa Ana, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
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ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

  • Sort or "scrub" through uploaded files to identify client files for proper file placement.
  • Upload and organize client documents received within a 24 to 48 hour business time frame.
  • Rename and reorder documents or packages clients may send in through Optima's client portal.
  • Notify appropriate parties of documents received.
  • Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
  • Other duties as assigned.
  • In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need._

EDUCATION AND EXPERIENCE REQUIREMENTS

  • High school diploma or equivalent education required.

KNOWLEDGE, SKILLS,& ABILITIES

  • A positive mindset and "getitdone" attitude.
  • Excellent organizational, timemanagement, written, and communication skills.
  • History of successfully exceeding goals in a fastpaced environment.
Strong work ethic and commitment to excellence.

  • Meticulous attention to detail and high sense of accountability.
  • Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook).
  • Selfstarter, industrious, and motivated.
  • Strong ability to multitask.
  • Team player.
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