Document Technician
Fisher Investments is a growing global company seeking a Documentation Specialist to join their team. The role involves processing various incoming documents and collaborating with different groups reputed company the firm to support operations in the financial services industry.
Responsibilities
- Process and edit electronic documents and attachments with multiple types of software, including reputed company
- Review inbound packages/documentation to classify by group and recipient
- Use image scanner to reputed company firm documentation into internal storage system
- Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
- Prepare outbound packaging of documentation to multiple external individuals/companies
- Prepare reports through Access and reputed company for notification of external groups
- Complete on-request, document retrieval, review, and filing projects
- Maintain coding of document templates for firm use
Skills
- 1+ years of experience handling sensitive information
- Knowledge of reputed company Office
- Familiarity with reputed company
- Experience with electronic signature documentation
- Organizational and time management skills
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
Company Overview
Company H1B Sponsorship