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    TR

    Trust Advisors, Inc.

    Financial Services

    Contract Document Specialist I

    1333 S CLEARVIEW PKWY, Jefferson, LA - ACME Mausoleum LLC - Stewart Funeral Home Non Region - Stewart Cemetery Non Region - Stewart Resource Center, United StatesOn-SiteFull-time2+ yrs experiencePosted 3w ago
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    Job description

    Our associates celebrate lives. We celebrate our associates.

    This detail-oriented role verifies information, reviews contracts and follows up on outstanding issues. The variety of routine tasks are related to ensuring compliance is met with state laws and regulations.

    JOB RESPONSIBILITIES 

    • Validates that documents provided by field locations to support compliance with state law and Company policies and procedures are accurate using Company based system.
    • Interprets and evaluates documentation to verify information on all new contracts and/or service and merchandise deliveries or cancellations is completed with accuracy and consistency.
    • Demonstrates quick response to document inquiries and directs locations with clear instructions on incomplete or missing documents.
    • Follows up on outstanding items to obtain resolution.  Research availability of other potential documents when necessary.
    • Maintains professional and cooperative relationships with all field locations and/or insurance companies/banking institutions.
    • This description is not an all-inclusive list of the essential functions or duties related to this job.

    MINIMUM Requirements

    Education

    • High School Diploma or equivalent

    Experience

    • At least two (2) years of business office experience specializing in using/supporting business systems, preferably in a corporate environment.

    Knowledge, Skills and Abilities

    • Ability to learn to apply theory to real world business.
    • Meets deadlines and produces accurate and thorough work.
    • Well organized and ability to prioritize high traffic emails and workload.
    • Proficient with PC software such as Excel and other Microsoft Office applications.
    • Ability to express ideas clearly and effectively in both written and oral communications.
    • Ability to work well under pressure and multitask.

    Work CONDITIONS

    Work Environment

    • Work indoors during all seasons and weather conditions
    • Comply with Corporate dress code policy

    Work Postures

    • Sitting continuously for many hours per day, up to 6 hours per day
    • May climb stairs to access buildings frequently

    Physical Demands

    • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

    Work Hours

    • Working beyond “standard” hours as the need arises
    Postal Code: 70121
    Category (Portal Searching): Legal
    Job Location: US-LA - Jefferson

    Job details are sourced from the employer's original posting.

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    About the company

    Trust Advisors, Inc.

    ST9 Trust Advisors, Inc. is a financial services firm.

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    Industry
    Financial Services
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