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Document Technician (2018-7062)

Camas, WA, United States
Operations
2018-7062

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Job Description

Overview

 

Fisher Investments is a privately-held investment management firm who manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. We are now searching for a Document Technician to join our team in our Camas, Washington office. Document Technicians carry out a very important firm function by processing a wide variety of incoming documentation quickly and efficiently. This includes, but is not limited to, sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents, and assisting with outbound mailings. Periodically, Document Technicians assist with additional document archiving and classification, as well as other client operations projects.


The Day-to-Day:

  • Process and edit electronic documents and attachments via multiple types of software
  • Review inbound packages/documentation to classify by group and recipient
  • Use image scanner to scan firm documentation into internal storage system
  • Open and sort daily mail received from various mail carriers
  • Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
  • Prepare outbound packaging of documentation to various external individuals/companies
  • Interact with Client Services, Sales and other groups in regard to how documentation should be handled
  • Prepare reports via Access and Excel for notification of external groups
  • Complete on-request, document retrieval, review, and filing projects
  • Create and update coding of document templates for firm use

 

Your Qualifications:

  • Knowledge of Microsoft Office and ability to learn new software programs
  • Strong organizational and time management skills
  • Strong attention to detail
  • Track record of strong work ethic
  • Ability to handle multiple responsibilities simultaneously and take initiative

 

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more 

 

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!

 

But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

 

* California employees accrue up to 17 days of PTO and 3 days of sick time per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

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