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Document Imaging Specialist

Document Imaging Specialist

EquinitiSaint Paul, MN, US
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Transfer Agent

As a Transfer Agent, the ideal candidate will maintain records of investors and account balances. They record transactions, cancel and issue certificates, process investor mailings, and deal with other investor problems (e.g., lost or stolen certificates). They work to ensure that investors receive interest payments and dividends when they are due, amongst other duties.

The successful candidate will be responsible for the following :

  • Opening and prepping mail to be imaged into our processing system
  • Creating and indexing work items once scanned
  • Assisting with miscellaneous operations duties to meet SLA's
  • Cancellation of processed certificates
  • Mailing out shareholder communication
  • Cross train and support other departments within Operations
  • Ability to lift 20lbs and stand for long periods of time

The successful candidate will demonstrate the following experience, skills and behaviors :

  • High school diploma or equivalent
  • 1 year experience in document scanning equipment and or paper handling operations
  • 3+ years of experience in a regulated industry preferred
  • Adaptable and the ability to retain a high volume of information
  • Strong individual contributor
  • Effective organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong attention to detail and accuracy skills
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Solid problem-solving skills and strong time management skills

    • Compensation : $18.50-19.50 hourly

    Equal Opportunity Statement : We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

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    Document Specialist • Saint Paul, MN, US