Document Scanner

Posted 14 Hours Ago
Be an Early Applicant
West Palm Beach, FL
Entry level
Consulting • Financial Services
The Role
As a Document Scanner at EisnerAmper, you will prepare, scan, and organize documents, ensuring accuracy and confidentiality while also assisting with client filing and providing backup to the receptionist when needed. Attention to detail and strong organizational skills are essential.
Summary Generated by Built In

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.  

We are seeking a Document Scanner to join our Family Office Department. This is an exciting opportunity for someone who is very organized, comfortable in a fast-paced environment with strong follow up skills. 

What it Means to Work for EisnerAmper: 

  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry 

  • You will have the flexibility to manage your days in support of our commitment to work/life balance 

  • You will join a culture that has received multiple top “Places to Work” awards 

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions  

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation  

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work  

  • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts 

What Work You Will be Responsible For 

  • Prep files to be scanned (remove staples, paper clips, unfold edges, remove documents from binders, etc.).

  • Download electronic documents from bank and/or brokerage firm websites.

  • Scans and/or downloads documents and saves to a specific folder or Doc.it.

  • Ensures that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly.

  • Ensures that all internal controls are followed for daily check pulls.

  • Assists with client filing.

  • Sorts and stamps a high volume of incoming mail and checks for deposit.

  • Provides backup assistance to the receptionist as needed.

  • Organizes and controls work to complete assignments in a reasonable time and in a form suitable for review; uses time effectively and complies with deadlines.

  • Respects the confidentiality of client and Firm information.

Basic Qualifications:

  • High School diploma or GED equivalent.

Preferred/Desired Qualifications: 

  • Ability to prioritize work to balance multiple projects and tight deadlines.

  • Team player with strong communication and analytical skills

  • Strong time management and organizational skills

  • Computer skills including MS Office (Word, Excel, Outlook).

  • Ability to prioritize work to balance multiple projects and deadlines.

  • Ability to communicate clearly and concisely in English; excellent verbal and written communication skills.

  • Detail-oriented with strong organizational skills including ability to multi-task and establish priorities.

  • Ability to operate standard office equipment.

  • Ability to maintain strict confidentiality of the Firm’s and client information.

About our Outsourced Services Team:  

The EisnerAmper Outsourcing group brings our team’s specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don’t take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we’re given the tools to both provide best-in-class service and constantly grow as professionals.  

 

Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.  

 

Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm. 

 

About EisnerAmper: 

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.  

 

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.  

 

Should you need any accommodations to complete this application please email: [email protected]  

#LI-PS1

Preferred Location:

West Palm Beach

Top Skills

MS Office
The Company
HQ: London
3,159 Employees
On-site Workplace

What We Do

EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and Eisner Advisory Group LLC, an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and codes of conduct. Clients are in all business sectors and leverage a complete menu of service offerings. Our combined entities include more than 350 partners and nearly 4,000 employees. For more information, please visit eisneramper.com, and be sure to follow us on Twitter, LinkedIn & Facebook.

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