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Document Control - Back Office
Document Control - Back Office-August 2024
Milwaukee
Aug 3, 2025
ABOUT INSIGHT GLOBAL
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT and government.
1,001 - 5,000 employees
Consulting, Technology
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About Document Control - Back Office

  Job Description

  Our client is seeking a Custody Operations Specialist to join their team of 8 in Milwaukee, WI. This person will be responsible for day- to-day processing of the withdrawal and deposit side of assets within the vault. The daily functions of this role include receiving certificates, stocks, and bonds to verify for accuracy while processing, filing, retaining, and working on overall maintenance of requests on assets. This role requires manual movement of file folders of varying volumes while maintaining organization while in the vault. The remaining work is completed at a desk while managing requests and emails in a shared inbox and performing research. Once fully trained on the different instructions and proprietary systems, this person will oversee and process about 25 emails from the shared inbox and may process up to 100 assets a day. The ideal candidate has experience working with Excel, strong attention to detail, communication, and work ethic.

  Skills and Requirements

  -High school diploma or equivalent

  -Attention to detail and strong communication skills

  -Basic Excel - Has Worked in a Corp Office Setting

  Customer Service Experience

  Data Entry Experience

  Excel - v-look ups, Pivot Tables null

  We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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