WestPoint Financial Group, a full-service financial services firm, is looking to fill a temporary, administrative electronic filing role for our Madison, WI office. This position will assist with moving paper files to electronic files. This will involve scanning paper documents and electronically filing the scanned documents into the web-based software system. The ideal candidate for this role will be detail-oriented, a quick learner and tech-savvy.

This position is part-time in the office, Monday through Friday, 25-28 hours a week. Flexible schedule available within business hours.

Responsibilities

Electronic Filing

• Prepare paper files for electronic storage and shredding;
• Comply with compliance rules surrounding file retention and storage (training will be provided); and
• Other administrative duties as assigned

Qualifications

Required

• Proficiency in Microsoft Office and must be overall tech-savvy;
• Strong organizational skills;
• Must be detail-oriented and proactive; and
• Must excel at follow-through

This position is contingent on passing a background check.