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Associate Analyst - Document Services

Securities America, Inc. La Vista, NE

Job Description

This position is responsible for managing documents (mail, wires, faxes, negotiable items) that come into the Operations department as well as redistributing items to other areas of the Company and external sources.  Additional responsibilities include scanning the majority of the documents generated/received throughout the entire company into FileNet so that other parties are able to access/view the documents electronically, receiving and distributing all incoming documents to the Operations department, and logging incoming negotiable items.
Position Requirements:

  • At least six months securities industry experience preferred
  • Previous alpha-numeric data entry experience preferred
  • Ability to be a self-starter/self motivated
  • Ability to be at work on time on a regular and predictable basis
  • Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner in person, over the telephone and in writing
  •  Ability to lift and carry up to 40 pounds
  • Ability to maintain confidentiality
  • Skill in operating various office equipment including, but not limited to a personal computer, photocopier, scanner, fax machine and various software programs (i.e. Microsoft Word, Excel, PowerPoint, Access, Internet Explorer, Outlook, RightFax, etc.)
  • Ability to effectively function as a team player – maintaining a positive attitude and willingness to learn new tasks and help others when needed
  • Ability to learn and recognize various types of security documents
  • Ability to organize, prioritize and handle multiple tasks within established time frames
  • Ability to pay close attention to detail, work under pressure and meet or exceed expectations

Position Duties/Tasks:
This position is responsible for, but not limited to the following:

  1. Prepare documents for scanning by removing staples and paperclips and sorting by company department
  2. Perform routine maintenance on scanning equipment
  3. Scan documents initiated by the Operations department and all other areas of the Company using FileNet computer software
  4. Audit scanned documents to ensure legibility and proper scanning
  5. Handle requests from employees throughout the company pertaining to scanned documents (i.e., pulling original documents, rescanning documents, locating documents in FileNet)
  6. Open, sort, date/time stamp and distribute all wires, faxes and mail to appropriate personnel in Operations or in other areas of the Company
  7. Organize and distribute internal mail routed to the Operations departments
  8. Perform various photocopy assignments (i.e., photocopying documents to be scanned to multiple accounts, checks for the daily deposit, etc.)
  9. Record events in the system for all checks and stock certificates received.  Maintaining audit trail for distribution of negotiable items (stock certificate log).
  10. Count and prepare all returned mail for processing
  11. Perform audit to ensure all forms being mailed to the clearing firm are actually in the appropriate package(s) to be mailed
  12. Updating the Operations Fax Folder – transferring faxes to the shared drive for search ability
  13. Pick up documents daily from different areas in the Company for next day scanning.
  14. Ability to review, test and write Standard Operating Procedures
  15. Perform other duties as assigned


Job Details

Date Posted August 8, 2017
Date Closes September 7, 2017
Located In La Vista, NE
Department Operations
Function Document Services/Scanning
Job Type Full-time Employee
Start Date Immediately
Positions Available 1
SOC Category 43-9051.00 Mail Clerks and Mail Machine Operators, Except Postal Service
Zipcode 68128
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases
At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...