Document Specialist I

Computershare • Canton, MA

1d • $35,527 - $53,290 • Onsite

About The Position

In this office-based position you’ll experience a supportive approach to your wellbeing and continuous learning opportunities in our friendly and inclusive workplace. GCO-US Data Services provides multiple regional business lines with operational support for core, high-volume, digital, banking, and project-based functions. Services provided across the regional footprint support all paper-based customer transactions to ensure a path that best utilizes technology solutions that will enable optimization of execution.

Requirements

• High School Diploma or GED
• Attention to detail.
• The ability to read and understand cursive
• The ability to comprehend complex instructions, review legal documents, and colored document seals.
• Reading comprehension with the ability to interpret handwritten or typed instructions to determine the best course of action.
• Some familiarity of check processing, validating properly completed checks and noncomplex math functions.
• Computer skills, knowledge of Microsoft packages, and the use of some automated mail opening, mail metering and scanning equipment.

Responsibilities

• Timely review incoming packages and sort by mail type, PO Box number, or keywords per documented operating procedures. Receiving trackable mail into a third-party database and preparing a manifest for any packages requiring distribution outside of Data Services.
• Properly identifying digital transactions and automated forms to maximize efficiency and streamline processing by eliminating touch points or fully automating the processing.
• Using manual and automated mail opening equipment for opening, prioritizing customer correspondence by transaction type in line with the SEC regulations and reviewing legal documents to prepare them for scanning. Properly cancelling securities and correct identification of transaction fee revenue and shareholder investment funding.
• Transaction Ticketing function in workflow to ensure the ability to audit packages with a tracking number.
• Timely and accurate document scanning is essential for achieving a seamless transition from physical to digital transaction processing.
• Organization of batches and proper archiving based on client contracts and the Computershare Document Destruction policy. Properly securing shareholder PPI during archiving and the destruction of documents.
• Correspondence output sorting and enclosing while protecting shareholder PPI.

Benefits

• Paid parental leave
• flexible working
• paid time off
• observed holidays
• medical plans
• dental plans
• vision plans
• 401k matching
• setting aside salary to purchase shares in our company
• tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
• short-term disability benefits
• long-term disability benefits
• life insurance
• supplemental life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED