Document Technician

Fisher Investments

4.1

(21)

Camas, WA

Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies for Women in 2023

4.1/5 in overall job satisfaction

4.5/5 in supportive management

86% say women are treated fairly and equally to men

76% would recommend this company to other women

71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.

20 days of PTO, plus 9 paid holidays.

Offering up to 10 days annually for back-up childcare.

#2025-15811

Position summary

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

Your Qualifications:

1+ years of experience handling sensitive information
Knowledge of Microsoft Office
Familiarity with Adobe
Experience with electronic signature documentation
Organizational and time management skills

Compensation:

$45,000-$85,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

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
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER