Temporary Document Imaging Specialist
MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.
Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain’s Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going “Above and Beyond,” so each client experiences the highest level of service.
We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!
POSITION SUMMARY:
The Document Imaging Specialist is primarily focused on the scanning and proper assignment of incoming documents that are received by mail, fax or email. This position requires an individual that possesses a high degree of attention to detail, is organized, and holds strong analytical and data entry skills. The ideal incumbent will have previous knowledge of document scanning, document management, and standard imaging guidelines to ensure documents are properly imaged, stored and routed.
ESSENTIAL JOB FUNCTIONS:
- Review and research documents for completeness
- Scan documents and verify quality of digital images
- Input key metadata fields within the imaging system
- Assign documents to the proper internal department
- Effectively communicate and utilize sound judgement to escalate issues that may require intervention of the Senior or Team Lead
- Assist with general mailroom processing and duties as needed
- Other duties as assigned
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
- Associate's Degree
- Detail-oriented, organized and dependable
- Ability to type, enter data and perform other duties quickly and accurately
- Work independently and be proactive seeking additional work when time allows
- Basic knowledge of Microsoft Office ( Excel, Word and Outlook)
- Experience with Salesforce CRM preferred
- Be proactive and analytical, able to problem-solve and propose resolutions
- Ability to meet established department service levels
- Strong verbal and written communications skills
- Proven ability to multi task and prioritize multiple tasks
- Ability to maintain the highest quality of service
- Be a team player with a positive attitude
- Previous experience with a document imaging system or content management system (i.e. Laserfiche) preferred
- Previous experience with scanning equipment preferred
Check out a video on our Company Culture! Millennium Trust Culture