Document Scanner

Posted 20 Hours Ago
Be an Early Applicant
West Palm Beach, FL
In-Office
Entry level
Consulting • Financial Services
The Role
The Document Scanner will prepare files for scanning, manage electronic documents, and assist with client filing while ensuring confidentiality and adherence to internal controls.
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. This position will require 5 days in the office.

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.

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.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. 

About our Family Office Team 

The EisnerAmper Outsourced Finance and Accounting Group offers a wide array of services to an even broader range of businesses. As part of our firm’s full service capabilities, EisnerAmper’s Family Office practice provides a comprehensive, integrated approach to multigenerational, multi-branch family offices assisting them in achieving their vision. EisnerAmper’s approach utilizes a platform by which appropriate expertise can be delivered to the U.S. and global marketplace, offering traditional accounting, tax and advisory services to individuals and family offices, both those that are structured as a single or multi-family office. 

Our “startup mentality,” backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always test what can take our team and clients to the next level. Whether it’s a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers. 

To us, every sub-sector in our group functions as its own business—so we need to think like entrepreneurs ourselves, often putting on the shoes of our clients. It’s this mindset that allows us to grow as professionals and provide innovative solutions tailored to our clients’ unique needs. 

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees 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 represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. 

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

Preferred Location:
West Palm Beach

Top Skills

Doc.It
MS Office
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The Company
HQ: London
3,159 Employees

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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