Onboarding Documentation Specialist
Company: Research Data Group
Location: Boise
Posted on: April 5, 2026
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Job Description:
Description LOCAL CANDIDATES ONL Y About RDG RDG provides
financial reporting and regulatory compliance solutions that help
companies simplify complex filing and disclosure requirements. Our
mission is to make compliance effortless through technology,
expertise, and exceptional client support. We pride ourselves on a
collaborative culture, continuous learning, and a commitment to
helping our clients succeed. If you’re looking for a place where
your ideas matter and your growth is supported, RDG is the right
fit for you. About the Role As a Financial Document Preparation
Specialist, you will play a key role in creating standardized
financial documents and structured Excel templates used during
client onboarding and beyond. This role emphasizes document
formatting, financial data organization, consistency, and
accuracy—not IT support, technical troubleshooting, or healthcare
documentation. You’ll work with the onboarding team to ensure all
materials are properly formatted, validated, and ready for client
use. Your work ensures accuracy and professionalism in the
financial documents our clients rely on. What You’ll Do Create and
format standardized financial documents according to RDG’s
reporting and style guidelines. Build and update Excel templates
with correct formulas, references, and structured data fields.
Conduct quality reviews to ensure accuracy, completeness, and
consistency. Maintain organized document libraries and manage
version control. Update internal SOPs and ensure internal
documentation remains clear and current. Collaborate with
onboarding specialists to translate requirements into finalized
templates. Troubleshoot and correct document formatting or
structure issues. Assist with updating templates after clients
transition into ongoing use. What We’re Looking For Strong
attention to detail and a commitment to accuracy. Proficiency in
Excel (formulas, references, data validation) and Word (styles,
tables, sections, formatting). Comfortable working independently
while collaborating with internal teams. Excellent organizational
skills and consistency in following processes. Ability to adapt
quickly and thrive in situations with shifting priorities.
Experience in document preparation, administrative work, or
financial reporting support is a plus. High school diploma
required; associate or bachelor’s degree preferred. Familiarity
with financial statements or regulatory reporting is a plus but not
required. This is not an IT, technical support, or healthcare
documentation role. Why You’ll Love Working Here Unlimited PTO –
because work-life balance matters. All Federal Holidays paid off.
401K with company match. Free Parking. Comprehensive training on
RDG solutions and onboarding processes. Collaborative, supportive
team culture. Competitive compensation and benefits package. If you
enjoy creating polished, organized documents and want a role where
your attention to detail truly matters, we’d love to meet you.
Apply today and help us support exceptional client experiences at
RDG!
Keywords: Research Data Group, Meridian , Onboarding Documentation Specialist, Administration, Clerical , Boise, Idaho
