Document Imaging Admin

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Document Imaging Admin is primarily focused on the scanning and proper assignment of incoming documents that are received by mail, fax or email. This position requires an individual that possesses a high degree of attention to detail, is organized, and holds strong analytical and data entry skills. The ideal incumbent will have previous knowledge of document scanning, document management, and standard imaging guidelines to ensure documents are properly imaged, stored and routed.

• Review and research documents for completeness
• Scan documents and verify quality of digital images
• Input key metadata fields within the imaging system
• Assign documents to the proper internal department
• Effectively communicate and utilize sound judgement to escalate issues that may require intervention of the Senior or Team Lead
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Associate's Degree
• Detail-oriented, organized and dependable
• Ability to type, enter data and perform other duties quickly and accurately
• Work independently and be proactive seeking additional work when time allows
• Basic knowledge of Microsoft Office ( Excel, Word and Outlook)
• Experience with Salesforce CRM preferred
• Be proactive and analytical, able to problem-solve and propose resolutions
• Ability to meet established department service levels
• Strong verbal and written communications skills
• Proven ability to multi task and prioritize multiple tasks
• Ability to maintain the highest quality of service
• Be a team player with a positive attitude
• Previous experience with a document imaging system or content management system (i.e. Laserfiche) preferred
• Previous experience with scanning equipment preferred

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.