Production Associate

Description

Company Description

FilePoint®, a division of Viewpoint Partners, LLC, is a rapidly growing financial services company offering SEC compliance, filing, document design and conversion services for mutual funds, investment advisers, hedge funds, and public corporations. FilePoint was founded with a mission of providing outstanding customer service to advisory firms. A service company invested heavily in technology and operations expertise can be the perfect complement to advisers who want to stay focused on their primary objective, managing money.

Responsibilities include:

 Undergoing new hire training that encompasses the following:

o Developing a strong foundation of FilePoint’s mission and guiding principles

o Understanding the purpose of our service and how our practices have been successful within the financial service industry

o Attaining a general overview each service offering

o Progressing through a guided training matrix to develop skillsets for use in the production environment

Ongoing responsibilities include:

o Executing client deliverables and reviewing projects within the guided timeframes and client turnaround times while maintaining high quality control and efficiency

o Working with others to solve problems 

o Corresponding with clients, as needed, to finish out a project

o Communicating with Leads regarding progress of project deliverables; including timing, challenges and solutions

 

Desired characteristics include the following: 

· Strong computer and communication skills

· High aptitude for learning new technical skills and computer software 

· Advanced Microsoft Office skills

· Enjoys troubleshooting and has a solution-oriented mindset

· Ability to identify and create new processes to improve and automate workflow

· Thrives in a deadline-driven, fast-paced environment with several moving pieces

· Has high quality control and responds positively to feedback

· Technical writing skills for clear and concise internal and external communication 

· Works well with others in a team environment but able to work independently on long copy jobs

· Desktop publishing, typesetting, graphic communications, print production, training, HTML, XML, or IT support 

· Exposure to or interest in scripting/programming languages (Python, JavaScript, VBA, or similar)

· Bonus: experience with regex, spreadsheet formulas/macros, version control (Git), no-code automation tools, or Adobe CC suite

Requirements

Qualifications:

• Bachelor’s degree in Business, Math, Computers, Information Science, or closely related field required
• Ability to work under tight deadlines in a fast-paced environment
• Enjoy team collaboration as well as independent work
• Will train new graduates 

Working at FilePoint

At FilePoint®, we understand that our employees are our greatest assets. That’s why we offer competitive salaries, excellent career opportunity and a rich competitive benefits package: including 100% health care coverage for full-time employees AND dependents, as well as dental, vision and life insurance, a 401(k) with a match and generous paid time off. 

All employees get the full experience – including a collaborative and supportive work environment, professional development opportunities and companies who truly care about their employees, services and clients. And we take pride in our diverse workforce, because we know that our differences make us stronger. 

FilePoint is based in Raleigh, NC, which is consistently ranked on U.S. News & World Report’s annual list as one of the Best Places to Live. 

What makes us different

• 100% employee-owned 
• Competitive salaries  
• Ample professional development opportunities 
• Collaborative, diverse team 

EEO Statement

ViewPoint Partners, LLC. and / or each of its affiliated persons and entities (together referred to herein as the “Company”) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. In addition to federal law requirements, Fairview, LLC. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.