Document Prep Specialist
$43,680–$54,080 year
On-site · Fort Worth, Texas, United States
Job Summary
Document Prep Specialist to support the advisory team in preparing for client meetings. You will maintain paper and electronic files, run reports, assist with data entry into client platforms, and coordinate scheduling and communications. You’ll greet clients, provide back-office support, manage CRM data, document processes, ensure compliance procedures are followed, and assist other team members as needed. Strong attention to detail, proactive problem-solving, and comfort with a technology-enabled office environment are essential.
Required Qualifications
- High School Diploma or GED required
- Bachelor’s degree preferred
- 1+ years of experience in an office environment
- Advanced level computer skills; able to type 50 wpm
- Attendance is an essential function
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