Records & Forms Associate (Paper Filing Associate) - Onsite/NY-White Plains R0055399

Records & Forms Associate  (Paper Filing Associate)  - Onsite/NY-White Plains R0055399  | FCC | C T | Wolters Kluwer

About the Role:

The BL Operations Records & Forms Associate  (Paper Filing Associate) - is primarily responsible for handling the packet creation, shipment and recording of license applications/renewals that must be submitted by mail. The role focuses on efficiently and accurately generating all components of a filing, including shipping labels, cover letters, documents and checks as well as uploading evidence of submission to our client-facing database. Key responsibilities also include reviewing documents for missing information/accuracy, providing notarized signature on applications, confirming fee calculation accuracy, and requesting fees from the system for check printing. During filing downtime, the CSOA will also be trained on accounting & operations functions and assist with records reconciliation.  

Required Job Qualifications/Skills:

• Performs other duties assigned by supervisor. Overtime on evenings and Saturdays during busy season may be requested. 

• A minimum of 1 year office experience including data entry 

• Performs other duties assigned by supervisor. Overtime on evenings and Saturdays during busy season may be requested. 

• Knowledge of Office365 Software 

• Knowledge of Adobe Acrobat  

• Customer service oriented 

• Must be reliable and able to carry out tasks independently and collaboratively 

• Ability to prioritize tasks, and take initiative 

• Thrives in a dynamic, fast-paced environment  

• Displays flexibility, sound business judgment, and discretion 

• Consistently high attention to detail and rate of accuracy 

• Excellent organizational and problem-solving skills 

• Basic knowledge of Excel, understanding and ability to enter, access and update data 

• General knowledge of basic accounting and operational principles a plus 

• Notary is a plus 

Responsibilities:

• Identify appropriate documents to be enclosed with all submissions  

• Review documents for missing information and other potential causes of deficiencies 

• Review and confirm accuracy of fee calculations as needed 

• Perform the system steps needed to request checks for printing when fees are needed 

• Provide signature for notarization when required and permitted via customer POA 

• Compile all required documents and payment into a final packet 

• Within database, upload copy of final packet, update related license record(s) to “Filed” status, and record check number  

• Demonstrate diligence with respect to follow ups, both internally and externally, to complete all tasks assigned  

• Assist with monthly accounting reconciliation responsibilities and special projects as needed 

• Provide support and coverage for received mail process  

• Assist Manager, Operations with daily operational functions when needed 

Disclaimer: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

 

Compensation:

$35,600.00 - $59,600.00 USD

 

This role is eligible for Bonus.

Compensation range listed is base