Client Services Associate

Job Description

Job Overview:

The Client Services Associate at iPaladin will be responsible for accessing, reviewing, categorizing, and archiving client documents with precision and accuracy. This role requires a meticulous attention to detail and a strong understanding of library science principles to ensure that each document is appropriately classified and stored within iPaladin’s digital systems.

Responsibilities and Duties:

Document Review and Classification: Review each client document to determine its subject matter, category, and effective date. Employ a systematic approach to ensure documents are classified documents according to iPaladin’s organizational standards.

Quality Control: Regularly review the archived documents to ensure consistency and adherence to company’s quality standards. Address any discrepancies and implement corrective measure.

Collaboration and Communication: Work closely with our Director of Professional Services to ensure that the document management system meets the needs of the clients.

Training and Compliance: Stay informed about the latest developments in company and client document management preferences. Participate actively in training sessions to improve skills and ensure compliance with evolving standards.

Reporting: Generate and submit regular reports detailing metrics such as number of documents reviewed and archived. Highlight any issues and suggest potential improvements to the document management process.

Qualifications:

Proven experience in document management, archival science, or a similar role.

Exceptional attention to detail and high level of organizational skill.

Excellent analytical and problem-solving abilities.

Proficiency in the using digital systems.

Ability to handle confidential and sensitive information with discretion.

Strong communication and interpersonal skills.

Physical Requirements:

Ability to sit and use a computer for extended periods.

This is a full time, remote work position requiring ability to work independently.

Must hare reliable high-speed internet access.

Standard office hours apply, with flexibility to work additional hours as needed to meet project deadlines.

Working Conditions:

Requirements

Experience with Trust, Estate, Tax, and Real Estate legal documentation.

Full-time

Fully remote