Document Technician
Core
Process and edit electronic documents, scan firm documentation, sort packages, and prepare reports for notification of external groups.
Role type
Operations specialist (document processing)
Builds
Internal document storage systems and external notification reports
Domain
Financial services
Deliverable
dashboards & analysis
Required skills
Document scanning, electronic signature documentation, Microsoft Office, Adobe, report preparation
Responsibilities
Scan firm documentation into internal storage system, Review inbound packages to classify by group and recipient, Prepare outbound packaging of documentation to external individuals/companies, Process and edit electronic documents with multiple types of software, Prepare reports through Access and Excel for notification of external groups, Maintain coding of document templates for firm use