Document Services Associate Job Vacancy in Commonwealth Financial Network San Diego, CA 92101 – Latest Jobs in San Diego, CA 92101 – updated today

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Company Name : Commonwealth Financial Network
Location : San Diego, CA 92101
Position : Document Services Associate

Job Description : Overview: Whether you’re looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Document Services department offers a hybrid work schedule, so you’ll be able to work from home part-time!
Now, we’re looking for a Document Services Associate to join our ranks! Are you detail-oriented? Do you like variety in your workday? Are you interested in learning about nearly every department in our dynamic financial services company? If so, we may have the perfect role for you!
Our Document Services team handles all the paperwork Commonwealth receives and manages the workflow for the company. You are guaranteed variety in your workday as you rotate through the different steps of the imaging process daily. This position will give you the opportunity to work with a terrific group of people who support each other to get the job done right.
*Key Responsibilities*

Preparing, scanning, and indexing all forms received
Supporting the imaging needs of our internal departments
Executing document storage and shredding protocols
Monitoring electronic submissions and providing feedback to advisors
Contributing to department growth

Core Strengths

Advanced computer skills; strong typing proficiency
Previous experience in an administrative or other office-based role
Self-directed multitasker with a keen attention to detail
Excellent communication skills
Outgoing and friendly demeanor
Desire to learn and excel in this position
Comfortable in a fast-paced, dynamic environment

This is a full-time position, working 8:00am-5:00pm PT Monday through Friday. As this is a hybrid position, the applicant will be expected to work both on premises and at home at the discretion of their supervisor.
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.
*Picture Yourself Here*Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.
We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!
*About Commonwealth*Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.
*The Fine Print*We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
_Commonwealth is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds._
Location: 110 West A Street,Suite 1800, San Diego, CA 92101
Job Type: Full-time

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