23 days old

Administrator /Document Processor

Kelly Services
Mansfield, TX 76063
Faith Based Company looking for

Document Processor provide support to managers, other employees, investors and advisors by handling a variety of administrative or clerical tasks in order to ensure that all interactions between the organization and others are positive and productive. Supervisory


Maintains assigned advisor s investment statuses by checking emails, faxes, DocuSign, and the online portal to determine the next step in each investment process Updates the online portal checklists for each investment assigned, and uploads appropriate documentation to each profile.

Prepares transaction documentation for investors, advisors, and custodians associated to each investment Retrieves information as requested from records on the portal, email, and any other related documents.

Creates and maintains all welcome packets that are mailed to every investor after their investment is complete.

Distributes and records all monthly investor statements via mail and email.

Provides back up support to answer phones for the receptionist as needed.

Produces reports for investments by gathering information from the portal.

Performs audits of records Filing documents on the portal Performs other assigned duties.

Required Skills/Abilities: Excellent verbal and written communication skill Ability to multitask in a fast-paced environment Excellent interpersonal and customer service skills Proficient in Microsoft Office Suite, Adobe Acrobat, or related software Excellent organizational skills and attention to detail Basic understanding of data entry and clerical procedures Ability to work independently and with a team.

Education and Experience: High School diploma or GED required One year experience as administrative assistant is preferred

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-03-26 Expires: 2021-04-26

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Administrator /Document Processor

Kelly Services
Mansfield, TX 76063

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