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Community Bank System, Inc.
Syracuse, NY | Full Time
$58k-73k (estimate)
3 Days Ago
COMMUNITY BANK
Syracuse, NY | Full Time
$54k-68k (estimate)
3 Weeks Ago
COMMUNITY BANK N A
Syracuse, NY | Full Time
$54k-68k (estimate)
3 Weeks Ago
ICM Controls
Syracuse, NY | Full Time
$61k-83k (estimate)
1 Month Ago
ICM Controls
Syracuse, NY | Full Time
$61k-83k (estimate)
1 Month Ago
Document Specialist
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$58k-73k (estimate)
Full Time 3 Days Ago
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Community Bank System, Inc. is Hiring a Document Specialist Near Syracuse, NY

Overview:

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities:
    • Prepare Plan documents including but not limited to initial documents, restatements, amendments (required and discretionary) and documents for correction programs using document software (FT Williams)
    • Compile documents to send to client (Print/Scan, electronic)
    • Work with and maintain electronic files
    • Follow up on receipt of executed Plan documents and amendments via mail, email, or telephone
    • Evaluate documents for accuracy and completeness upon return
    • Utilization of data base to track work in its stages maintain information and produce any necessary reports
    • Requesting TIN's for Plans
    • Prepare EPCRS submission materials, as requested
    • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific training requirements in a timely fashion
Qualifications:
  • College Degree and/or professional designation from ASPPA, ERPA, CEBS, NIPA or paralegal certificate
  • Experience in working with qualified plans
  • Well-Developed written and oral communication skills
  • Analyze problems and issues and present possible solutions
  • Strong organization skills with attention to detail
  • Ability to prioritize work assignments and multitask
  • Meet tight deadlines and due dates
  • Display an intermediate level of knowledge with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
  • Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to his position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
Min:
USD $21.75/Hr.
Max:
USD $30.50/Hr.
Other Job Information:

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Job Summary

JOB TYPE

Full Time

SALARY

$58k-73k (estimate)

POST DATE

06/16/2024

EXPIRATION DATE

07/01/2024

WEBSITE

communitybankna.com

HEADQUARTERS

DE WITT, NY

SIZE

3,000 - 7,500

FOUNDED

1866

TYPE

Public

CEO

MARK E TRYNISKI

REVENUE

$500M - $1B

INDUSTRY

Banking

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About Community Bank System, Inc.

Community Bank, provides banking and financial services to retail, commercial, and municipal customers.

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The following is the career advancement route for Document Specialist positions, which can be used as a reference in future career path planning. As a Document Specialist, it can be promoted into senior positions as a System Documentation Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Document Specialist. You can explore the career advancement for a Document Specialist below and select your interested title to get hiring information.

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ICM Controls
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If you are interested in becoming a Document Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Document Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Document Specialist job description and responsibilities

Follow client norms, maintain excellent quality and resolve errors while call copying documents and performing other tasks.

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Check completion and correctness of forms, documents and bills.

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Perform transcription and conversion work, and scanning of documents.

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Handle correspondence, preparation of presentations and budgets, and varied documents.

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File, record, recover, archive, scan and maintain documents and database systems.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Document Specialist jobs

Ensure agreement of documents and corporate records with legal, clinical, financial and regulatory guidelines.

03/10/2022: Elyria, OH

Learn about different digital solutions for document management and how they can be used to make a Documentation Specialist’s life easier.

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They develop and maintain systems for document storage, and are responsible for document security and access.

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Complete an undergraduate program.

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Documentation Specialist roles will typically be looking for the skills previously outlined.

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Step 3: View the best colleges and universities for Document Specialist.

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