Document Specialist I

Job Description

Location: Canton, MA - Onsite

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.

About Us

A company to be proud of

We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

Fairness and culture

We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

About the Team

Since 1978, we've been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we're now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.