Instant Teams Logo

Financial Forms Processing

πŸ’° $41k
πŸ‡ΊπŸ‡Έ United States - Remote
βš–οΈ Finance & LegalπŸ”΅ Mid-level

Job Description

Instant Teams is hiring one Financial Forms Processing Remote Team Member! In this position, you will be responsible for processing documents while comprehending and developing a working knowledge of all standard operating procedures associated with core functions, while meeting and exceeding client Service Level Agreements with the highest standards of quality and timeliness. This opportunity is 100% remote, and equipment is provided.

  • Developing and implementing a working knowledge of all standard operating procedures associated with core functions (including data entry, categorization, researching data, scanning/reviewing, form processing)
  • Processing rule-based documents and other documents that may require problem-solving and minimal manual updates
  • Performing repeatable, as well as nonstandard, processing functions while upholding, with the intent to exceed, existing quality standards
  • Interacting with and relying on the team for questions and problem-solving
  • Researching errors and determining preventative measures
  • Researching complex participant benefit issues and providing resolution in accordance with due dates and document processes
  • Performing other duties as assigned

Must-Haves:

  • 2+ years processing information where accuracy and attention to detail are essential
  • Ability to communicate verbally and in writing effectively with stakeholders
  • Intermediate knowledge of Microsoft applications with proficiency in Excel
  • Experience using multiple software systems in a remote setting
  • The ability to work independently and collaboratively
  • The ability to be highly organized and capable of performing the administrative tasks needed for the role
  • Employment is contingent upon successful completion of a background check.
    • All remote team members will be required to initiate an additional background check upon the completion of paperwork, fingerprinting, and e-QIP.
  • Satellite-based internet services (including Starlink) are not eligible for this role

Training:

  • Monday - Friday | 8am - 5pm EST
  • 3 - 4 weeks in length

Post-Training Schedule:

  • Monday - Friday | 8am - 5pm EST

Pay:

  • $20 per hour

Benefits:

  • Equipment Provided

Due to specific position requirements, we cannot hire from the following locations for this opportunity: OCONUS, California, Illinois, Iowa, Massachusetts, Montana, New Hampshire, Rhode Island, Seattle WA, and Washington DC

\* In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

\_\_\______________________________________________________________________________

Notes

Other Duties

This is not necessarily a complete list of responsibilities, skills, duties, or requirements associated with the job. While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change, (i.e., emergencies, changes in personnel, workload, rush jobs, or technological developments.)

EEO and Harassment Statement

Instant Teams provides equal employment opportunities (EEO) to all applicants, contractors, and employees without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. This policy applies to all terms and conditions of work, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Instant Teams expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instant Teams’ contractors and employees to perform their job duties may result in discipline up to and including discharge.

About Us

As a customer experience (CX) marketplace, Instant Teams partners with nation’s top brands and companies through a suite of talent solutions that range from building out remote support teams to identifying a direct hire - all by sourcing from their remarkable and diverse talent community. As a mission-centric company, they have a proven track record of generating thousands of remote job opportunities and have significantly improved the financial well-being of military families, generating over $40 million in economic impact.

Share this job:
Please let Instant Teams know you found this job on Remote First Jobs πŸ™

1990 similar remote jobs

Explore latest remote opportunities and join a team that values work flexibility.

Remote companies like Instant Teams

Find your next opportunity with companies that specialize in Customer Service Support, Operational Support, Technical Support, and Talent Marketplace. Explore remote-first companies like Instant Teams that prioritize flexible work and home-office freedom.

Atento Logo

Atento

Global customer relationship management and business transformation outsourcing (CRM/BTO) services with AI and automation.

View company profile β†’
Elevate and Delegate Logo

Elevate and Delegate

A strategic headhunting agency and virtual assistant provider specializing in pre-vetted remote talent.

8 open positions β†’
apply2day Logo

apply2day

Recruitment firm specializing in BPO and customer experience roles, connecting talent with opportunities.

27 open positions β†’
Convoso Logo

Convoso

Cloud-based contact center software and AI-powered dialer solutions for sales and lead generation.

6 open positions β†’
Support Services Group Logo

Support Services Group

Outsourced engagement center services, including CX, technical support, and back-office support for global businesses.

2 open positions β†’
TP Logo

TP

10001+ www.tp.com

Delivering global digital business services, AI-powered solutions, and customer operations since 1978.

12 open positions β†’

Project: Career Search

Rev. 2026.2

[ Remote Jobs ]
Direct Access

We source jobs directly from 21,000+ company career pages. No intermediaries.

01

Discover Hidden Jobs

Unique jobs you won't find on other job boards.

02

Advanced Filters

Filter by category, benefits, seniority, and more.

03

Priority Job Alerts

Get timely alerts for new job openings every day.

04

Manage Your Job Hunt

Save jobs you like and keep a simple list of your applications.

21,000+ SOURCES UPDATED 24/7
Apply