Document Specialist I

Computershare • Canton, MA

2d • Onsite

About The Position

GCO-US Data Services provides operational support for core, high-volume, digital, banking, and project-based functions to multiple regional business lines. 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 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.
• Properly securing shareholder PPI during archiving and the destruction of documents.
• Organization of batches and proper archiving based on client contracts and the Computershare Document Destruction policy.
• Correspondence output sorting and enclosing while protecting shareholder PPI.

Benefits

• Supportive approach to wellbeing
• Continuous learning opportunities
• Friendly and inclusive workplace
• Flexible working

What This Job Offers

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