What are the responsibilities and job description for the Part-Time Operations Support Coordinator position at Pioneer Valley Financial Group?
PV Financial Group is seeking a local, community-minded, and driven individual to join our growing financial
planning firm. The Part-Time Operations Support Coordinator’s main responsibility will be document imaging to ensure proper
organization and retrieval of important and confidential financial records.
Principal Responsibilities:
- Receive, identify and organize a variety of financial documents
- Scan and index images according to policies and procedures to ensure easy location and retrieval of
client records - Review images for quality, clarity and completeness.
- Handle all documents with a high level of confidentiality and adhere to privacy and security guidelines.
- Maintain appropriate turnaround times.
- Assist with routine maintenance and troubleshooting of scanning and imaging equipment.
- Run and distribute reports using Excel, as needed.
- Prepare and send outgoing mail, as needed
- Draft letters, as needed.
Knowledge/Skills/Competencies:
- Proficiency in using scanning equipment and basic office software (Microsoft Office, PDF management
tools, etc.) - High attention to detail
- Superior organizational skills
- Ability to maintain confidentiality and work with sensitive financial information.
- Demonstrated ability to work in fast-paced environment
- Ability to effectively prioritize workload and meet deadlines
Approximately 15 hours per week. Schedule is flexible and will be agreed upon during hiring process.
To Apply: Email resume and cover letter to Kelly Haber: khaber@pvfinancial.com