Indexing Specialist
•Today
| Verified Pay check_circle | Provided by the employer$18 per hour |
|---|---|
| Hours | Part-time |
| Location | Fairfield, Iowa |
About this job
Job Description
Job DescriptionCompany Description
Our client is searching for an Indexing Specialist to join their team! This role will process incoming paperwork, resolve inquiries for clients and advisors, organize and maintain documentation, and support overall operational efficiency. If you have prior experience in administrative, financial services, operations, or client services, apply today!
Work Model:
- On-Site
What You Will Do:
- Process incoming financial paperwork, account maintenance requests, and client distributions
- Provide account information and operational support to financial professionals and clients
- Research and resolve inquiries while ensuring timely follow-up
- Interpret and communicate company policies, procedures, and financial industry regulations
- Partner with internal teams to improve workflows and operational efficiency
- Organize, index, and maintain documentation using database and proprietary software systems
- Manage documents received through mailroom scanning, electronic submissions, and internal channels
- Utilize database, spreadsheet, email, and word-processing applications while maintaining accuracy in a fast-paced environment
What You Will Need to Be Successful:
- At least 6 months – 1 year of related education, training, or experience
- Previous experience in administrative support, financial services, operations, or client service (preferred)
Benefits Overview:
- 401k
- Major health insurances
- Employee Stock Ownership Plan (ESOP)
- Click here for a complete list of benefits
Interested and qualified candidates can contact Joye Moore at (319) 449-1200 or email jmoore@thepalmergroup.com.
#ZR
Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.
From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.
Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.
From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.
Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.
Company Description
Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles. \r\n\r\nFrom entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve. \r\n\r\nOur experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.
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