Remote Document Sorter & Clerk

About the Company

Charles Schwab is a leading provider of financial services, with millions of clients and trillions in assets. We believe in putting clients first, and that means providing exceptional service, innovative solutions, and a culture of integrity. Our team is dedicated to helping individuals and institutions achieve their financial goals through a wide range of investment, banking, and wealth management solutions. We foster an inclusive environment where every employee can thrive and contribute to our mission.

Job Description

Are you highly organized with a keen eye for detail? Charles Schwab is looking for a motivated and reliable Remote Document Sorter & Clerk to join our team. This entry-level position is perfect for individuals eager to start a career in a professional administrative role with no prior experience required. You will be responsible for meticulously sorting, organizing, and preparing various documents, ensuring accuracy and compliance with company protocols. This is a 100% remote position, offering flexibility and the opportunity to work from the comfort of your home.

Key Responsibilities

• Sort and categorize various financial and administrative documents efficiently and accurately.
• Prepare documents for digital scanning and archiving, ensuring proper naming conventions.
• Perform data entry tasks to update and maintain digital records.
• Verify document integrity and completeness, identifying and reporting discrepancies.
• Maintain strict confidentiality and security of all sensitive information.
• Assist with other administrative duties as needed to support team operations.

Required Skills

• Basic computer proficiency and comfort with online tools.
• Exceptional attention to detail and accuracy.
• Strong organizational and time management skills.
• Ability to work independently and manage tasks effectively.
• Reliable high-speed internet connection and a dedicated home workspace.
• Excellent work ethic and a proactive attitude.

Preferred Qualifications

• High school diploma or equivalent.
• Familiarity with common office software (e.g., Microsoft Office Suite).
• Ability to type accurately and efficiently.
• Prior experience with remote work environments.

Perks & Benefits

• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off and holidays.
• Extensive training and professional development opportunities.
• Employee stock purchase plan.
• Wellness programs.
• 100% remote work flexibility.

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