Documentation Specialist

WILLIAM DOUGLAS MANAGEMENT LLC•Charlotte, NC
•Onsite

About The Position

William Douglas Management has an immediate opening for a Documentation Specialist to support the team and contribute to its commitment to excellence. The role is based at the Charlotte, NC office and involves processing incoming documents, managing mail and shredding logistics, and responding to Freshdesk tickets.

Requirements

  • High school diploma or equivalent.
  • One to two years of experience in a similar role.
  • Strong computer skills and proficiency in Microsoft Office.
  • Basic knowledge of mail-handling procedures.
  • Excellent written and verbal communication skills, including the ability to present complex information to senior leadership clearly and concisely.
  • Strong time-management skills and attention to detail.
  • Ability to lift up to 25 pounds.

Nice To Haves

  • Experience using project-management software.
  • Experience with CINC or another management system.
  • Advanced Microsoft Excel skills.

Responsibilities

  • Open and scan incoming documents each day.
  • Upload documents to the appropriate systems and assign them to the correct teams or individuals.
  • Coordinate the pickup and delivery of shredding boxes.
  • Manage and respond to tickets in Freshdesk.
  • Sort and forward mail.
  • Handle multiple tasks efficiently and adjust priorities as needed.
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