Document Processing Associate

Job Description

Job Description

Processing AssociatePay Rate: 26.00 per hourHybrid - Malvern, PAContract to start through Randstad - with potential to extend.

We are seeking a highly motivated and detail-oriented individual to join the fast-paced environment of The Business Office. This team’s purpose is to enable revenue recognition and reduce risk by continuously improving and strategically evolving our contract and document management processes for the VWS business. This role is ideal for someone with an understanding of the Full Service and Investment Only business lines, dealing with Legal Documents, Fee Agreement Contracts and Schedules, and Engagement Letters.

Qualifications:

-Minimum of 2 years’ work experience required. Experience in VWS preferred.

-Preferred bill code knowledge.

-Undergraduate degree or equivalent combination of training and experience required.

salary: $25 - $26 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

Core Responsibilities include but are not limited to:

Fee Agreements

1. Creates, modifies, and terminates the Fee Contract and Schedule as needed dependent on the client’s needs while following SOX requirements.

2. SME for internal bill codes and the services they correlate with.

3. Works with various Business Partners to ensure bill codes have been established properly within the appropriate timeframe and that fees are pulling correctly.

Engagement Letters

1. Creates, modifies, stores finalized Engagement Letters for client projects.

2. Update our systems to reflect accurate date and fee information.

3. Works with Business Partners to individualize letters based on requirements.

Document Management

1. Reviews documentation to ensure requests have been filled out accurately and completely.

2. Coordinates internal countersignatures through Docusign.

3. Create Trustee Letters assigned by Legal.

4. Store all documentation in teams document repositories dependent on the meta data.

Skills

• Order Processing (1 year of experience is required)
• Billing (1 year of experience is required)

Qualifications
• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on ziprecruiter.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
Any consideration of a background check would be an individualized assessment based on the applicant or employee's specific record and the duties and requirements of the specific job.