Fisher Investments is a growing global company seeking a Documentation Specialist to join their team. The role involves processing various incoming documents and collaborating with different groups within the firm to support operations in the financial services industry.
Responsibilities
- 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
Skills
- 1+ years of experience handling sensitive information
- Knowledge of Microsoft Office
- Familiarity with Adobe
- Experience with electronic signature documentation
- Organizational and time management skills
Benefits
- 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
Company Overview
Fisher Investments is an independent, fee-only investment adviser. It was founded in 1979, and is headquartered in Plano, Texas, USA, with a workforce of 5001-10000 employees. Its website is https://www.fisherinvestments.com/en-us.Company H1B Sponsorship
Fisher Investments has a track record of offering H1B sponsorships, with 23 in 2025, 23 in 2024, 16 in 2023, 28 in 2022, 8 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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