Contract Document Specialist I
@ ST9 Trust Advisors, Inc.Contract Document Specialist I
About the job
Join a company that values associates and ensures compliance through contract verification, document review, and follow-up. Supports operations in a professional, organized environment. Requires strong communication skills and proficiency with Microsoft Office.
Requirements
- Supporting business systems experience
- Ability to meet deadlines
- Organized and detail-oriented
- Proficient in Microsoft Office
- Good communication skills
Qualifications
- High School Diploma
- 2+ years business office experience
- Ability to multitask
- Work well under pressure
- Organized and proactive
Full job description
Our associates celebrate lives. We celebrate our associates.
This detail-oriented role verifies information, reviews contracts and follows up on outstanding issues. The variety of routine tasks are related to ensuring compliance is met with state laws and regulations.JOB RESPONSIBILITIES
- Validates that documents provided by field locations to support compliance with state law and Company policies and procedures are accurate using Company based system.
- Interprets and evaluates documentation to verify information on all new contracts and/or service and merchandise deliveries or cancellations is completed with accuracy and consistency.
- Demonstrates quick response to document inquiries and directs locations with clear instructions on incomplete or missing documents.
- Follows up on outstanding items to obtain resolution. Research availability of other potential documents when necessary.
- Maintains professional and cooperative relationships with all field locations and/or insurance companies/banking institutions.
- This description is not an all-inclusive list of the essential functions or duties related to this job.
MINIMUM Requirements
Education
- High School Diploma or equivalent
Experience
- At least two (2) years of business office experience specializing in using/supporting business systems, preferably in a corporate environment.
Knowledge, Skills and Abilities
- Ability to learn to apply theory to real world business.
- Meets deadlines and produces accurate and thorough work.
- Well organized and ability to prioritize high traffic emails and workload.
- Proficient with PC software such as Excel and other Microsoft Office applications.
- Ability to express ideas clearly and effectively in both written and oral communications.
- Ability to work well under pressure and multitask.
Work CONDITIONS
Work Environment
- Work indoors during all seasons and weather conditions
- Comply with Corporate dress code policy
Work Postures
- Sitting continuously for many hours per day, up to 6 hours per day
- May climb stairs to access buildings frequently
Physical Demands
- Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
Work Hours
- Working beyond “standard” hours as the need arises
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