Commonwealth Financial Network

Document Services Associate
The Document Services department is responsible for imaging, storing, and retrieving all documents related to clients’ investment business.

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As a document services associate, your responsibilities would include:

  • Prepping, scanning, and indexing most of Commonwealth’s incoming mail
  • Ensuring the quality of all images
  • Assisting in the implementation of workflow changes
  • Taking on additional responsibilities as needed

The ideal candidate would also meet the following requirements:

  • PC-literate
  • Fast and accurate keyboarding skills
  • Process-oriented
  • Excellent communication skills
  • Open and friendly demeanor
  • Excellent, demonstrated attention to detail
  • Quick learner
  • Flexible
  • Demonstrated ability to work under pressure
  • Comfortable in a fast-paced, dynamic environment

A Best Place to Work, a Great Place to Be
Commonwealth Financial Network® is an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California.

We are a community of more than 400 home office staff helping more than 1,300 independent financial advisors achieve their own version of success. Our dual vision—to be the best at everything we do and to maintain a supportive environment where we all can thrive—has earned us recognition as a Top Workplace in the midsize category in the Boston Globe’s list of the 100 Top Places to Work for two consecutive years—including being named the #1 midsize company in 2008; the #1 Best to Place to Work by the San Diego Business Journal in 2009; a Boston Business Journal Best Place to Work each year from 2004 to 2009; and a Computerworld Best Place to Work in IT from 2007 to 2009

We stand apart for our commitment to indispensable service, profitability, individual development—and fun. If you’re equally passionate about what you do and want to know more about our refreshing culture, please let us hear from you.

Commonwealth Financial Network is an equal opportunity employer.

San Diego, CA position

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