Document Management Specialist Summerville, SC

Document Management Specialist job at Level Financial Group, LLC. Summerville, SC.

As a Document Management Specialist at Level Financial Group, LLC, you will play a critical role in managing and organizing the extensive documentation required for forensic accounting investigations and business valuation engagements. You will be responsible for ensuring that all documents are accurately filed, easily accessible, and securely stored. This position requires a high level of attention to detail, confidentiality, and the ability to manage multiple tasks simultaneously.

Key Responsibilities:

• Organize, catalog, and maintain physical and digital documents related to forensic accounting cases.
• Ensure proper indexing and classification of documents to facilitate easy retrieval.
• Collaborate with forensic accountants to gather, distribute, and manage case‑related documents.
• Monitor and track document requests and ensure timely delivery to the appropriate parties.
• Implement and maintain document management systems, including software and hardware solutions.
• Monitor document storage systems to ensure compliance with legal and regulatory requirements.
• Protect sensitive information by adhering to confidentiality and security protocols.

Qualifications:

• High ethical standards.
• Unwavering attention to detail.
• Strong work ethic.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple assignments in a deadline‑driven environment.

Benefits:

• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Flexible work environment.