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Documentation Specialist

Company: Fisher Investments
Location: Portland
Posted on: October 15, 2021

Job Description:

Overview:

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 DocuSign
  • Review inbound packages/documentation to classify by group and recipient
  • Use image scanner to scan 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 Excel for notification of external groups
  • Complete on-request, document retrieval, review, and filing projects
  • Maintain coding of document templates for firm use

Your Qualifications:

  • 1+ years of experience handling sensitive information
  • Knowledge of Microsoft Office
  • Familiarity with Adobe
  • Experience with electronic signature documentation
  • Organizational and time management skills
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

 

*California employees accrue up to 17 days of PTO and 3 days of sick time per year. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

Keywords: Fisher Investments, Portland , Documentation Specialist, Other , Portland, Oregon

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