Document Specialist I

About the role

The Document Specialist I is responsible for the proper handling and destruction of shareholder PPI. This role supports multiple regional business lines with operational support for core, digital, banking, and project-based functions.

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.

Requirements

• A 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.

Qualifications

• 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.

Skills

• Attention to detail.
• Reading comprehension.
• Computer skills.

Benefits

• Paid parental leave.
• Flexible working.
• Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans.
• Investment in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
• Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

Pay

The base pay range for this role is $35,731.08-$53,596.62.

Schedule

N/A