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Document Coordinator jobs in United States
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ApTask · 5 hours ago

Document Coordinator

ApTask is seeking a Document Coordinator to support the new account opening process and account maintenance in Account Services Operations. The role involves both paper and online processes, requiring strong analytical and organizational skills.
Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency
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Growth Opportunities
Hiring Manager
Farheen Khanam
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Responsibilities

Supporting the new account opening process (both paper and online)
Stock plan activation
Account maintenance

Qualification

Financial operations experienceBankBrokerage regulationsAnalytical skillsOrganizational skillsComputer skillsTeamworkSelf-starter

Required

Minimum of 1 year of financial operations experience or equivalent
1+ years experience with rules and regulations governing bank and brokerage accounts
Strong analytical skills including 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

Company

ApTask

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ApTask is a staffing and recruiting company offering staffing, project, and workforce solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Taj Haslani
Founder
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Company data provided by crunchbase