Document Specialist I

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.