Demo

Documentation Specialist || Repapering Specialist

DISYS
Fort Mill, SC Full Time
POSTED ON 5/5/2023 CLOSED ON 12/18/2023

What are the responsibilities and job description for the Documentation Specialist || Repapering Specialist position at DISYS?

Job Title: Repapering Specialist

Location : FORT MILL, SC

Duration of Assignment : 6 months Contract, Potential to extend

Rate: $22.00/HR – 23.00/HR

Job Description :

The Repapering Specialist works with BTPs Regional Transition Partners and Transition Support Partners on projects that support recruits who are transitioning their practice with the client.

The Repapering Specialist's core responsibilities will be to create the New Account, Transfer (ACAT), and Move Money paperwork required

Skills Looking for :

· New hires will be trained on all repapering functions to be set up for success, however, 1-2 years of experience in New Accounts or Operations a plus

· Experience supporting advisors in various lines of business (warehouse, regional, independent, RIA, institutions and retirement plans) a plus

· Experience with Outlook, Word, Excel required

· Experience with Smartsheet and BOX a plus

**Apply right away for consideration**

Digital Intelligence Systems, LLC (DISYS) is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Job Type: Full-time

Pay: $22.00 - $23.00 per hour

Schedule:

  • Monday to Friday

Application Question(s):

  • What is your current location and desired payrate?

Experience:

  • Documentation: 2 years (Preferred)

Work Location: In person

Salary : $22 - $23

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