Fisher Investments is looking for a Documentation Specialist to join our team. If you are an individual looking to grow your career within a growing global company, look no further! Apply with Fisher Investments today!
The Opportunity:
At Fisher Investments, Documentation Specialists perform a very important firm function by processing a variety of incoming documents. You will scan and route documents, prepare for filing/storage, sort packages, and so much more. You will report to the Document Manager, who will help guide you to success in the role. Working across the firm with several different groups including Client Services, Sales, Portfolio Management, and many others, will allow you to learn more about us and the financial services industry.
The Day-to-Day:
Process and edit electronic documents and attachments with multiple types of software, including DocuSignReview inbound packages/documentation to classify by group and recipientUse image scanner to scan firm documentation into internal storage systemUncover intended recipient of documents, determine if an urgent notification is required and initiate routing processPrepare outbound packaging of documentation to multiple external individuals/companiesPrepare reports through Access and Excel for notification of external groupsComplete on-request, document retrieval, review, and filing projectsMaintain coding of document templates for firm useYour Qualifications:
1+ years of experience handling sensitive informationKnowledge of Microsoft OfficeFamiliarity with AdobeExperience with electronic signature documentationOrganizational and time management skillsCompensation:
$45,000-$85,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performanceWhy Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Options Apply for this job onlineApply Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Interested in this opportunity? Application FAQs
Software Powered by iCIMS
www.icims.com