Job Description
Fisher Investments is a growing global company seeking a Documentation Specialist to join their team. The role involves processing various incoming documents and collaborating with different groups within the firm to support operations in the financial services industry. Responsibilities Process and edit electronic documents and attachments with 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 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 Skills 1+ years of experience handling sensitive information Knowledge of bolthires Office Familiarity with Adobe Experience with electronic signature documentation Organizational and time management skills Benefits 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 Company Overview Fisher Investments is an independent, fee-only investment adviser.
It was founded in 1979, and is headquartered in Plano, Texas, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Fisher Investments has a track record of offering H1B sponsorships, with 23 in 2025, 23 in 2024, 16 in 2023, 28 in 2022, 8 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.