ApTask · 1 day ago
Document Review Specialist
Sandy, UT
Full-time
Onsite
Entry Level
1+ years expApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. The Document Review Specialist role involves supporting the new account opening process, handling applications, and ensuring compliance with risk controls while maintaining high service levels.
Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency
Responsibilities
Review paper and electronic applications to determine good order
Manually process applications as needed with speed and accuracy
Handle exception 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
Qualification
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
ApTask is a staffing and recruiting company offering staffing, project, and workforce solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Taj Haslani
Founder
Recent News
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