Document Services Administrator
Core
Supporting the secure storage, retrieval, release, and archiving of Estate Planning documents while ensuring compliance with regulatory requirements.
Role type
Document Services Administrator
Builds
Secure document workflows for Estate Planning and Trustee Services
Domain
Financial Services / Legal Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Records management, document verification, workflow coordination, client service, Microsoft Office proficiency, document management systems
Preferred skills
Experience in Trustee Services, Estate Planning, Financial Services, or Legal Administration
Responsibilities
Coordinate document retrieval, release, and archiving requests; Respond to client and stakeholder enquiries; Complete document verification checks; Maintain accurate client and workflow records; Monitor shared inboxes and workflow queues; Coordinate scanning and secure document handling; Liaise with Estate Planning teams; Support compliance obligations and audits
Seniority
Individual Contributor