Document Imaging Services Specialist
LPL Financial, Fort Mill, SC, United States
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview
The Doc Imaging Services Specialist at LPL Financial Corp is responsible for the accurate and efficient scanning, indexing, and quality control of a high volume of financial documents, ensuring their integrity and accessibility within the company's digital imaging system.
Responsibilities
Operate high‑speed document scanners to convert physical documents into digital images.
Perform quality assurance checks on scanned images to ensure clarity, completeness, and legibility.
Accurately index and categorize digital documents using predefined naming conventions and metadata.
Identify and resolve document imaging errors, including missing pages, poor image quality, or incorrect indexing.
Maintain and troubleshoot scanning equipment, performing routine cleaning and minor adjustments.
Adhere to all company policies and procedures regarding data privacy, security, and document retention.
Collaborate with other departments to ensure timely processing and delivery of imaged documents.
Assist in the retrieval and distribution of digital documents as requested.
Contribute to process improvement initiatives within the document imaging department.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
1+ years of experience in document imaging, scanning, or data entry, preferably within a financial services environment.
Core Competencies
Strong attention to detail and accuracy.
Excellent organizational and time‑management skills.
Ability to work independently and as part of a team.
Strong communication and interpersonal skills.
Preferences
Proficient in operating high‑volume document scanners and related software.
Experience with document management systems is a plus (Documentum and Adobe Pro).
Familiarity with financial documents and terminology is a plus.
Excel and SharePoint experience for tracking data and reporting.
Ability to lift and move boxes of documents (up to 25 lbs) as needed.
High school diploma or equivalent; associate’s degree preferred.
Pay Range
$16.24–$27.04 per hour. Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers’ base salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Principals only. EOE.
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Job Overview
The Doc Imaging Services Specialist at LPL Financial Corp is responsible for the accurate and efficient scanning, indexing, and quality control of a high volume of financial documents, ensuring their integrity and accessibility within the company's digital imaging system.
Responsibilities
Operate high‑speed document scanners to convert physical documents into digital images.
Perform quality assurance checks on scanned images to ensure clarity, completeness, and legibility.
Accurately index and categorize digital documents using predefined naming conventions and metadata.
Identify and resolve document imaging errors, including missing pages, poor image quality, or incorrect indexing.
Maintain and troubleshoot scanning equipment, performing routine cleaning and minor adjustments.
Adhere to all company policies and procedures regarding data privacy, security, and document retention.
Collaborate with other departments to ensure timely processing and delivery of imaged documents.
Assist in the retrieval and distribution of digital documents as requested.
Contribute to process improvement initiatives within the document imaging department.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
1+ years of experience in document imaging, scanning, or data entry, preferably within a financial services environment.
Core Competencies
Strong attention to detail and accuracy.
Excellent organizational and time‑management skills.
Ability to work independently and as part of a team.
Strong communication and interpersonal skills.
Preferences
Proficient in operating high‑volume document scanners and related software.
Experience with document management systems is a plus (Documentum and Adobe Pro).
Familiarity with financial documents and terminology is a plus.
Excel and SharePoint experience for tracking data and reporting.
Ability to lift and move boxes of documents (up to 25 lbs) as needed.
High school diploma or equivalent; associate’s degree preferred.
Pay Range
$16.24–$27.04 per hour. Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers’ base salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
Principals only. EOE.
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