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
  • Supervisory experience, a plus

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 Boston Business Journal Best Place to Work for the last six consecutive years; a Computerworld Best Place to Work in IT for the past three consecutive years; and #1 debuts in the midsize category in the Boston Globe’s 2008 list of the 100 Top Places to Work and the San Diego Business Journal’s 2009 Best Places to Work.

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.

Waltham, MA position

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