What are the responsibilities and job description for the Document Management Specialist position at BitcoinIRA?
The Document Management Processor plays a critical role in maintaining the accuracy and integrity of client data within the Operations department. This position is responsible for processing and verifying client information updates by managing forms from multiple channels, ensuring they are routed and entered accurately into the appropriate systems.
In addition to data management tasks, this role involves overseeing physical mail received in the office and greeting clients who visit, providing a professional and welcoming experience.
By ensuring timely and precise data and client management, this role helps uphold high standards of operational efficiency and client satisfaction.
Key Responsibilities
In addition to data management tasks, this role involves overseeing physical mail received in the office and greeting clients who visit, providing a professional and welcoming experience.
By ensuring timely and precise data and client management, this role helps uphold high standards of operational efficiency and client satisfaction.
Key Responsibilities
- Form Management: Download and organize forms from Dropbox and departmental email inboxes, ensuring accurate routing for processing
- Timely Submission: Deliver forms to the appropriate departments in a timely manner
- Data Entry: Enter client information updates into internal systems with accuracy and efficiency
- Client Verification: Approve client verifications through designated systems (e.g., Veriff Station)
- Data Accuracy: Double-check data entered by others to ensure consistency and correctness
- Account Maintenance: Manage client accounts by linking and delinking emails and accounts as necessary
- Verification Approvals: Send and approve verification requests through proper channels
- Data Validation: Review and confirm the accuracy of keyed IUR/Bene data
- Physical Mail Management: Oversee incoming physical mail, ensuring it is tracked, processed and routed appropriately
- Customer Support & Documentation: Manage inquiries and tickets within enterprise systems, ensuring timely resolution and accurate documentation
- Client Interaction: Greet clients who visit the office, ensuring a professional and welcoming experience
- Education: High school diploma or equivalent required; Associate's or Bachelor's degree preferred
- Experience: Previous experience in administrative support, data entry, or operations is highly desirable
- Strong attention to detail and accuracy
- Ability to handle confidential information securely and comply with data privacy protocols
- Proficiency in tools like Dropbox, email management systems, and internal client verification platforms
- Excellent organizational and multitasking abilities in a fast-paced environment
- Strong verbal and written communication skills for effective collaboration across departments
- Familiarity with client verification systems and operational processes is a plus
