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.
• 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.

Requirements

• A High School Diploma or GED.
• An 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.

Qualifications

This role requires some familiarity with 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 are also required.

Skills

• Attention to detail.
• Comprehension of complex instructions.
• Ability to interpret legal documents.
• Reading comprehension.
• Familiarity with check processing.
• Computer skills.

Benefits

• Paid parental leave.
• Flexible working.
• Caring and inclusive culture.
• Health and wellbeing rewards.
• Investment in your future with 401k matching.
• Tax-advantaged flexible spending plans.
• Income protection with short and long-term disability benefits, life insurance, and supplemental life insurance.

Pay

The typical base pay range for this role is $20 an hour.

Schedule

Onsite in Canton, MA.