Contractor

• Organize and assemble client statement packets by account number to support accurate quarterly and year-end distribution
• Prepare outbound materials such as tax notices, W-2s, 1099 forms, and related reports for client delivery
• Use office and shipping equipment, including mail metering systems, label printers, and computers, to complete processing tasks efficiently
• Review packages for completeness and accuracy before release to help maintain quality expectations
• Coordinate package preparation activities to meet established production deadlines and delivery schedules
• Label, sort, and route completed materials for mailing or shipment using approved procedures
• Maintain an orderly workspace and handle document batches carefully to support consistent workflow and output

• High school diploma or equivalent is required
• Ability to work with strong attention to detail in a deadline-driven production environment
• Experience handling shipping, mailing, or package preparation tasks in an office setting is preferred
• Comfort using computers, mail metering equipment, and label printing tools
• Ability to manage repetitive processing work while maintaining quality and accuracy
• Strong organizational skills with the ability to sort documents and prioritize time-sensitive assignments
• Dependable attendance and the ability to follow established procedures for document handling and delivery preparation

Experience handling shipping, mailing, or package preparation tasks in an office setting is preferred

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan