Document Management Analyst jobs in Cleveland, OH

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Operations Associate I, Document Management
  • Equity Administrative Services Inc And Affiliates
  • Westlake, OH FULL_TIME
    • This position is located in our Westlake, OH office fulll-time.

    JOB SUMMARY:

    The Operations Associate I, Safekeeping processes client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of standard tasks and transactions.

    ESSENTIAL FUNCTIONS:


    • Files and safe keeps original documents on behalf of clients
    • Researches client account information to ensure accurate processing
    • Handles incoming and outgoing client correspondence in a timely and efficient manner
    • Indexes information into company systems based on set parameters for the incoming or outgoing request
    • Assists other members of the department in daily roles
    • Operates in a fast-paced environment and meets or exceeds pre-determined service levels


    OTHER FUNCTIONS:


    • Assists Team Lead and Supervisor with resolving client issues, research, and responding to colleagues’ requests
    • Creates new processing actions from the scanning and indexing of physical and electronic documents
    • Prioritizes document requests that are expedited or otherwise urgent to meet client investment needs
    • Creates outgoing mail to send to clients and contra firms and forwards mail received for clients as required
    • Scans images/documents for new processing requests and stores documents in client account records
    • Performs other duties as assigned

    QUALIFICATIONS:


    Education and Experience:

    • High School Diploma or equivalent
    • Minimum 1 year of experience in the retirement and/or financial industries



    PROFESSIONAL CERTIFICATION(S):


    • None required


    TECHNICAL SKILLS


    • Basic level proficiency in Microsoft Office
    • Intermediate 10 key skills
    • Able to type at least 45 WPM preferred


    BEHAVIORAL COMPETENCIES


    In addition to the Core Company competencies of
    Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.


    • Time Management
    • Organizational Skills
    • Attention to Detail

    PHYSICAL DEMANDS/WORK ENVIRONMENT:


    This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.


    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:


    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

  • 1 Month Ago

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Budget Management Analyst
  • Greater Cleveland Regional Transit Authority
  • Cleveland, OH FULL_TIME
  • Location Organization NameGreater Cleveland Regional Transit Authority About Greater Cleveland Regional Transit Authority The Greater Cleveland Regional Transit Authority (GCRTA) provides transportati...
  • 2 Days Ago

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Data Management Analyst
  • Jewish Community Center of Cleveland
  • Beachwood, OH OTHER
  • Summary: The Database Management Specialist provides support through gift and data management to the Fund Development department and all related activities. This position plays a key role in supportin...
  • 3 Days Ago

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Budget Management Analyst I
  • Greater Cleveland Regional Transit Authority
  • Cleveland, OH FULL_TIME
  • Location Organization NameGreater Cleveland Regional Transit Authority The Greater Cleveland Regional Transit Authority (GCRTA), located in Cleveland, Ohio, is looking for an experienced and talented ...
  • 10 Days Ago

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Vendor Management Analyst
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is based out of our Sioux Falls, SD or Westlake, OH office and is eligible for a hybrid schedule.JOB OVERVIEW:The Analyst - Vendor Management, Governance and Risk serves as a key suppor...
  • 12 Days Ago

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CES Workforce Management Analyst
  • AmeriGas Propane, Inc.
  • Cleveland, OH FULL_TIME
  • CES Workforce Management Analyst Date: Apr 12, 2024 Location: Cleveland, OH, United States, 44133 Company: UGI Corporation When you work for AmeriGas, you become a part of something BIG! Founded in 19...
  • 12 Days Ago

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0 Document Management Analyst jobs found in Cleveland, OH area

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Supervisory Legal Admin Specialist (Estate & Gift Tax) 12 month register Direct Hire Amended
  • Department Of The Treasury
  • Cleveland, OH
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 4/26/2024 12:00:00 AM

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CRM Business Systems Analyst I-IV
  • Medical Mutual
  • Cleveland, OH
  • Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provid...
  • 4/26/2024 12:00:00 AM

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Lead Operations Analyst (Vendor Management)
  • KeyBank
  • Cleveland, OH
  • Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 Supports Loan Services by engaging managers and vendors to ensure th...
  • 4/26/2024 12:00:00 AM

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Senior Business Analyst-100% Fully Remote
  • DataStaff, Inc.
  • Cleveland, OH
  • About the job DataStaff, Inc. is seeking a Senior Business Analyst for a long-term contract opportunity with one of our ...
  • 4/26/2024 12:00:00 AM

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Investment Management Analyst/Associate Position
  • Woodside Health
  • Cleveland, OH
  • Woodside Health Investment Management Analyst/Associate Position Woodside Health (WSH) is a Cleveland based private equi...
  • 4/26/2024 12:00:00 AM

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Systems Support Analyst
  • Cuyahoga County Board of Developmental Disabilities
  • Cleveland, OH
  • Overview: The Cuyahoga County Board of Developmental Disabilities (Cuyahoga DD) is seeking a Support Analyst to work as ...
  • 4/24/2024 12:00:00 AM

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Business Analyst - Remote
  • Eagle Foods, LLC
  • Cleveland, OH
  • Overview: At Eagle Foods we are builders. We are builders of brands, categories, and people. Eagle Foods enjoys a rich h...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Cleveland, OH
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Document Management Analyst jobs
$44,960 to $68,839
Cleveland, Ohio area prices
were up 1.6% from a year ago

Document Management Analyst in Burbank, CA
Assist with development and sustainment of the departmental Standards of Operation, Engineering Standards and Design Guiding Principles.
November 10, 2022
Document registration, control issue, copying, distribution and transmittal.
December 19, 2022
Works with other staff members as needed to develop and improve services.
January 29, 2023
Develop a cloud based document control strategy for the Document Management System.
February 21, 2023
Manage and follow through with all aspect of projects closeouts ensuring quality control and completeness of all documents.
March 01, 2023
Organize and maintain facility infrastructure drawings, as builds and other records.
March 16, 2023
Control drawings, specification, design records, standards, procedures, correspondence, O&M manuals and supplier documents, etc.
April 19, 2023
Serves as liaison between Facility Services & Support group, Design & Delivery teams.
April 23, 2023
Document Management Analyst in Washington, DC
Files, retrieves, prints, and copies case file materials.
October 14, 2022
Performs detailed review and analysis of case materials in a broad range of subject matters.
February 15, 2023