Document Technician

Document Technician

Fisher Investments Plano, Texas

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Fisher Investments is looking for a Documentation Specialist to join our team. If you are an individual looking to grow your career within a growing global company, look no further! Apply with Fisher Investments today!

The Opportunity:

At Fisher Investments, Documentation Specialists perform a very important firm function by processing a variety of incoming documents. You will scan and route documents, prepare for filing/storage, sort packages, and so much more. You will report to the Document Manager, who will help guide you to success in the role. Working across the firm with several different groups including Client Services, Sales, Portfolio Management, and many others, will allow you to learn more about us and the financial services industry.

The Day-to-Day:

• Process and edit electronic documents and attachments with multiple types of software, including DocuSign
• Review inbound packages/documentation to classify by group and recipient
• Use image scanner to scan firm documentation into internal storage system
• Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
• Prepare outbound packaging of documentation to multiple external individuals/companies
• Prepare reports through Access and Excel for notification of external groups
• Complete on-request, document retrieval, review, and filing projects
• Maintain coding of document templates for firm use

Your Qualifications:

• 1+ years of experience handling sensitive information
• Knowledge of Microsoft Office
• Familiarity with Adobe
• Experience with electronic signature documentation
• Organizational and time management skills

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It''s the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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