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Client Services Associate at iPaladin. Job Overview:. The Client Services Associate at iPaladin will be responsible for accessing, reviewing, categorizing, and archiving client documents with precision and accuracy. This role requires a meticulous attention to detail and a strong understanding of library science principles to ensure that each document is appropriately classified and stored within iPaladin’s digital systems.. Responsibilities and Duties:. Document Review and Classification:. Review each client document to determine its subject matter, category, and effective date. Employ a systematic approach to ensure documents are classified documents according to iPaladin’s organizational standards.. Quality Control:. Regularly review the archived documents to ensure consistency and adherence to company’s quality standards. Address any discrepancies and implement corrective measure.. Collaboration and Communication. : Work closely with our Director of Professional Services to ensure that the document management system meets the needs of the clients.. Training and Compliance:. Stay informed about the latest developments in company and client document management preferences. Participate actively in training sessions to improve skills and ensure compliance with evolving standards.. Reporting. : Generate and submit regular reports detailing metrics such as number of documents reviewed and archived. Highlight any issues and suggest potential improvements to the document management process.. Qualifications:. . Proven experience in document management, archival science, or a similar role.. . Exceptional attention to detail and high level of organizational skill.. . Excellent analytical and problem-solving abilities.. . Proficiency in the using digital systems.. . Ability to handle confidential and sensitive information with discretion.. . Strong communication and interpersonal skills.. . Physical Requirements:. . Ability to sit and use a computer for extended periods.. . This is a full time, remote work position requiring ability to work independently.. . Must hare reliable high-speed internet access.. . Standard office hours apply, with flexibility to work additional hours as needed to meet project deadlines.. . Working Conditions:. Experience with Trust, Estate, Tax, and Real Estate legal documentation. . Company Location: United States.