Document Imaging Services Specialist

Doc Imaging Services Specialist

Where ambition meets innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Doc Imaging Services Specialist at LPL Financial Corp is responsible for the accurate and efficient scanning, indexing, and quality control of a high volume of financial documents, ensuring their integrity and accessibility within the company's digital imaging system.

Responsibilities:

• Operate high-speed document scanners to convert physical documents into digital images.
• Perform quality assurance checks on scanned images to ensure clarity, completeness, and legibility.
• Accurately index and categorize digital documents using predefined naming conventions and metadata.
• Identify and resolve document imaging errors, including missing pages, poor image quality, or incorrect indexing.
• Maintain and troubleshoot scanning equipment, performing routine cleaning and minor adjustments.
• Adhere to all company policies and procedures regarding data privacy, security, and document retention.
• Collaborate with other departments to ensure timely processing and delivery of imaged documents.
• Assist in the retrieval and distribution of digital documents as requested.
• Contribute to process improvement initiatives within the document imaging department.

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 1+ years of experience in document imaging, scanning, or data entry, preferably within a financial services environment.

Core Competencies :

• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.

Preferences :

• Proficient in operating high-volume document scanners and related software.
• Experience with document management systems is a plus (Documentum and Adobe Pro).
• Familiarity with financial documents and terminology is a plus.
• Excel and Sharepoint experience for tracking data and reporting.
• Ability to lift and move boxes of documents (up to 25 lbs) as needed.
• High School Diploma or equivalent; Associate's degree preferred.

Pay Range:

$16.24-$27.04/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at View phone number on click.appcast.io.