Document Specialist I

Posted 9 Days Ago
Be an Early Applicant
Canton, MA, USA
In-Office
Entry level
Financial Services
The Role
Process and safeguard shareholder documents and personal information by sorting mail, reviewing legal documents, prioritizing transactions, scanning and archiving records, ticketing packages, cancelling securities, validating checks, and preparing correspondence. The role also involves operating mail-opening, metering, scanning, printing, copying, and imaging equipment while following SEC regulations, client procedures, and document-destruction policies.
Summary Generated by Built In

Location: Canton, MA - Onsite

In this office-based position you’ll experience a supportive approach to your wellbeing and continuous learning opportunities in our friendly and inclusive workplace.  Find out more about our culture of flexible working.  

We give you a world of potential

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.

A role you will love 

The Document Specialist I is responsible for the proper handling and destruction of shareholder PPI.  Efficiently and effectively conduct noncomplex mail sorting, legal document review and transaction prioritization to adhere to SEC regulations and Computershare requirements.  Properly categorizing transaction fee revenue or securities investment funding, cancelling securities, document preparation for imaging, and utilizing software for digitizing documents.  This position will utilize various computer software, a printer, a copier, imaging equipment, and large mail-opening equipment.

Some of your key responsibilities will include:  

  • 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.

What will we need from you?

  • 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.

Rewards designed for you 

Paid parental leave, flexible working and a caring and inclusive culture 

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 

Invest 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 

Compensation: The typical base pay range for this role is $20/hr . This base pay range is specific to this locations and may not be applicable to other locations: Canton, MA

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub 

About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About the Team
Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and 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 to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.

Skills Required

  • High School Diploma or GED
  • Attention to detail
  • Ability to comprehend complex instructions, review legal documents, and interpret colored document seals
  • Reading comprehension and ability to interpret handwritten or typed instructions
  • Familiarity with check processing, validating completed checks, and noncomplex math functions
  • Computer skills and knowledge of Microsoft packages
  • Ability to use automated mail-opening, mail-metering, and scanning equipment
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The Company
HQ: Melbourne
736 Employees

What We Do

Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. For more information, visit www.computershare.com

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