Job Description
Document Review Specialist
Posted: Wednesday, 12/10/2025
Job Title: Document Review SpecialistLocation: 200 Civic Center Dr., Sandy, UT 84070Interview: One round of Zoom interviews with 2 interviewers.Work Set up: OnsitePay Rate: $24.42/hr on W2Contract Length: 12 months*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* SUMMARY:This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance. RESPONSIBILITIES: - Review the paper and electronic applications to determine good order.
- Manually process applications as needed with speed and accuracy.
- Handle exceptions and reconciliation reports, and help execute risk controls.
- Quickly respond to related Operations and Customer Service inquiries.
- Work with various lines of business to identify fraudulent or high-risk new accounts.
- Process all work daily to maintain excellent service levels
PREFERRED QUALIFICATIONS: - Minimum of 1 year of financial operations experience or equivalent.
- 1 years of experience with rules and regulations governing bank and brokerage accounts.
- Strong analytical skills, including the ability to research, schedule, analyze, and present findings.
- Proven organizational skills with attention to detail. Strong computer skills (Word, Excel, Access, etc.).
- Must be a dynamic and self-starting individual, able to work independently or as part of a team.
