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Document Technician (2020-8798)

Camas, WA, United States


Job Description


Fisher Investments is looking to hire a Document Technician to join our team! Document Technicians carry out a very important firm function by processing a wide variety of incoming documentation quickly and efficiently. This includes sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents, and assisting with outbound mailings. This individual will also assist with additional document archiving and classification, client operations projects, and more.

The Day-to-Day:

  • Process and edit electronic documents and attachments via 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
  • 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
  • Familiarity with Adobe
  • Experience with electronic signature documentation preferred
  • 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
  • 8 week paid Primary Caregiver Parental Leave
  • 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 Top Workplace. 


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.




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