Top 38 Office specialist Jobs in Avon, Oh

Client Service Ops Specialist, Doc Management/Mailroom
Equity Trust —Westlake, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
Front Desk & Bookkeeping Specialist — Tax & Accounting Firm
Peck & Gambish CPAs —Amherst, OH
- $25 - $30 an hour
- Full-time
- Office
- QuickBooks
- In-person
- Health savings account
- Health insurance
Quick Apply
2d
Front Desk & Bookkeeping Specialist — Tax & Accounting Firm
Peck & Gambish CPAs —Amherst, OH
- $25 - $30 an hour
- Full-time
- Office
- QuickBooks
- In-person
- Health savings account
- Health insurance
Quick Apply
2d
Business Operations Specialist
Art Sentry —Middleburg Heights, OH
- From $24 an hour
- Part-time
- Hybrid work
- CRM software
- Google Workspace
- Mid-level
Quick Apply
12d
Home & Office Cleaning Professional
Squeaky Clean Neo Inc —North Olmsted, OH
- $25 - $30 an hour
- Full-time
- Background check
- Mid-level
- Office
- Flexible schedule
Quick Apply
Administrative Specialist/Receptionist - Afternoon Shift
Cleveland Metroparks —Cleveland, OH
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Office
Administrative Coordinator / Project Support Specialist
Basement Kings USA —North Ridgeville, OH
- $19 - $22 an hour
- Full-time
- Background check
- Spanish
- Google Workspace
- Health insurance
- 401(k)
Quick Apply
9d
Customer Service - Export Specialist
Sherwin-Williams —Cleveland, OH
- $62,256 - $77,641 a year
- Full-time
- 18 years or older
- Inventory management
- Office
2d
Guest Services Specialist
Educational Service Center of Northeast Ohio —Independence, OH
- $56,000 - $60,000 a year
- Online Application
- Google Workspace
- Inventory management
- Word processing
Front Desk Check In | Cleaning | Floor Specialist
Ity Bity’s Playhouse & Cafe —Avon, OH
- From $12 an hour
- Part-time
- In-person
- Ability to lift 25 pounds
- Entry level
- Paid time off
- Employee discount
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Project Support Specialist
Plante Moran —Cleveland, OH
- $28.06 - $42.09 an hour
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
- Disability insurance
- Health insurance
Front Office Specialist
Clarkson Eyecare —Medina, OH
- Background check
- Microsoft Outlook
- HIPAA
- Paid parental leave
- Paid holidays
Quick Apply
7d
Sales Support Specialist
IMCD —Westlake, OH
- Full-time
- Writing skills
- Office
- Administrative experience
6d
Guest Services Specialist
Educational Service Center of Cuyahoga County —Valley View, OH
- $56,000 - $60,000 a year
- Online Application
- Google Workspace
- Inventory management
- Word processing
Medical Office Specialist
Neighborhood Family Practice —Cleveland, OH
- $15.50 - $19.00 an hour
- Full-time
- Spanish
- Computer literacy
- English
Quick Apply
HSPD-12: Government Badging & Credentialing Specialist (Cleveland, OH*)
Zeva Incorporated —Cleveland, OH
- $17.96 - $22.70 an hour
- Full-time
- Administrative experience
- High school diploma or GED
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Clerical & Admin Specialist I
Northstar Memorial Group —North Olmsted, OH
- $16.25 - $16.50 an hour
- Full-time
- 1 year
- Communication skills
- Entry level
- Health savings account
- Health insurance
Quick Apply
6d
Front Desk Professional
Westlake Salon —Westlake, OH
- $18 - $20 a day
- Part-time
- Writing skills
- Microsoft Office
- Marketing
- Paid time off
- Employee discount
Quick Apply
Patient Access Specialist/Front Desk
Crystal Clinic Orthopaedic Center —Independence, OH
- $17 - $23 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
12d
Program Administrative Specialist
Case Western Reserve University —Cleveland, OH
- From $19.32 an hour
- Full-time
- Laboratory experience
- Mid-level
- Office
- Travel reimbursement
- Health insurance
8d

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Client Service Ops Specialist, Doc Management/Mailroom

Equity Trust -
Westlake, OH

Quick Apply

Job Details

Full-time

Qualifications

Computer literacy
High school diploma or GED

Full Job Description

This position will report to our Westlake, OH office and requires a full-time, in-office schedule.

JOB OVERVIEW

The Specialist, Document Management & Safekeeping is responsible for maintaining superior document management, security, and safekeeping of all physical and electronic documents and client assets. Ensures the creation of digital records through the workflow system for all client and internal requests received via physical mail, fax, or email. Operating in a fast-paced environment, the specialist processes and reviews high volumes of incoming and outgoing correspondence, categorizes and scans documents with precision, and manages the secure storage and cataloguing of original documents in the vault. Critical to the role is ensuring physical assets are properly safeguarded, documents are scanned and housed appropriately, periodic vault audits are conducted to verify inventory accuracy, and that physical holdings reconcile with data in the recordkeeping system to maintain custodial integrity and compliance.

RESPONSIBILITIES & DUTIES:

Picks up all incoming mail at the post office and process by opening, sorting, and maintaining statistics of volumes.
Processes all incoming and outgoing client correspondence in a timely and efficient manner, forwarding when appropriate.
Categorizes high volumes of incoming checks based on asset and income type and scan into the workflow system.
Researches client account information to ensure accurate processing of all request documents including account opening and maintenance, investments, distributions, deposits, and other internal forms.
Indexes required information into workflow system based on specific parameters for each form type, department, and line of business.
Manages assigned email or fax lines, initiating workflow or adding documents into existing work items for processing.
Reviews, files, and safekeep original documents and physical assets on behalf of clients in the secure vault facility.
Ensures all documents and assets are organized, accurate, titled correctly, and current according to established protocols.
Maintains strict security and chain of custody procedures for all physical assets entering and exiting the vault.
Scans images and documents for storage into client electronic account records, ensuring quality and completeness.
Performs periodic vault audits to verify physical inventory against recordkeeping system data and reconcile discrepancies.
Investigates and resolves discrepancies between vault contents and recordkeeping data, escalating issues as appropriate.
Assists with the annual safekeeping vault inventory process to fulfill custodial responsibilities for adequate oversight and recordkeeping.
Follows assigned work schedule with regular and predictable attendance.
Performs other duties as assigned.

QUALIFICATIONS:

High School Diploma or equivalent required.
Associate’s degree preferred.
Minimum 1 year of data entry and/or document management experience preferred.
Minimum 1 year experience in a fast paced, customer driven environment preferred.
Experience with vault management, records management, or physical asset safekeeping preferred.
Understanding of document retention and destruction policies.
Ability to maintain confidentiality and handle sensitive information with discretion.
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.

PROFESSIONAL CERTIFICATIONS:

None required.

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

Basic to intermediate level proficiency in Microsoft Office products (Excel, Word, Outlook).
Experience with document scanning technology and workflow systems.
Intermediate 10-key skills.
Ability to type at least 45+ WPM preferred.

CULTURAL COMPETENCIES:

In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:

Attention to Detail & Quality Focus: Maintains exceptional accuracy in document indexing, filing, and vault management, catches errors during audits, and ensures high standards for scanning quality and organization.
Accountability & Integrity: Takes ownership of vault integrity and document security, handles sensitive client documents with discretion, and maintains strict adherence to security and compliance protocols.
Organization & Efficiency: Manages multiple tasks and high document volumes systematically, maintains orderly vault and filing systems, and prioritizes work effectively to meet service level agreements.
Problem Solving & Adaptability: Identifies and resolves discrepancies between physical inventory and system records, adjusts to fluctuating mail volumes and changing priorities, and embraces new systems and technologies.
Collaboration & Dependability: Works effectively across departments to fulfill document requests, consistently meets deadlines and service level agreements, and demonstrates reliable attendance in fast-paced environment.

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

Quick Apply

Refine Your Search

office specialist jobs in avon, oh

Client Service Ops Specialist, Doc Management/Mailroom

Front Desk & Bookkeeping Specialist — Tax & Accounting Firm

Front Desk & Bookkeeping Specialist — Tax & Accounting Firm

Business Operations Specialist

Home & Office Cleaning Professional

Administrative Specialist/Receptionist - Afternoon Shift

Administrative Coordinator / Project Support Specialist

Customer Service - Export Specialist

Guest Services Specialist

Front Desk Check In | Cleaning | Floor Specialist

Project Support Specialist

Front Office Specialist

Sales Support Specialist

Guest Services Specialist

Medical Office Specialist

HSPD-12: Government Badging & Credentialing Specialist (Cleveland, OH*)

Clerical & Admin Specialist I

Front Desk Professional

Patient Access Specialist/Front Desk

Program Administrative Specialist

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