Document Specialist I
Location: Canton, MA - Onsite
About the role
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.
Responsibilities
- Timely review incoming packages and sort by mail type, PO Box number, or keywords per documented operating procedures.
- Receive trackable mail into a third-party database and prepare a manifest for any packages requiring distribution outside of Data Services.
- Properly identify digital transactions and automated forms to maximize efficiency and streamline processing by eliminating touch points or fully automating the processing.
- Use manual and automated mail opening equipment for opening, prioritizing customer correspondence by transaction type in line with SEC regulations, and reviewing legal documents to prepare them for scanning.
- Properly cancel securities and correctly identify transaction fee revenue and shareholder investment funding.
- Perform Transaction Ticketing function in workflow to ensure the ability to audit packages with a tracking number.
- Ensure timely and accurate document scanning for a seamless transition from physical to digital transaction processing.
- Properly secure shareholder PPI during archiving and the destruction of documents.
- Organize batches and archive properly based on client contracts and the Computershare Document Destruction policy.
- Sort and enclose correspondence output while protecting shareholder PPI.
Requirements
- High School Diploma or GED
- Attention to detail
- Ability to comprehend complex instructions, review legal documents, and identify colored document seals
- Reading comprehension with the ability to interpret handwritten or typed instructions to determine the best course of action
- Some familiarity with check processing, validating properly completed checks, and noncomplex math functions
- Computer skills, knowledge of Microsoft packages, and experience using automated mail opening, mail metering, and scanning equipment
Benefits
- Paid parental leave, flexible working, and a caring and inclusive culture
- Health and wellbeing rewards tailored to support you and your family, including paid time off, observed holidays, medical, dental, and vision plans
- Invest in your future with 401k matching, salary set-aside to purchase company shares, and tax-advantaged flexible spending plans (healthcare, dependent care, and commuter)
- Income protection including 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.
About Us
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, our open and inclusive culture means we help you grow, move forward, and make the most of our world of opportunities.
About The Team
Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions, and shareholder meetings. We’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services, extending our Issuer Services into equity and entity governance services for both public and private companies worldwide.