Ellenton CPA LLC Hiring for Document Specialist Job at Bradenton, FL Full Time

Document Control Specialist Job Description:

Top Duties and Qualifications

Our Document Control Specialist is responsible for maintaining organized and updated documents and managing all eSignature processes for the business. Their duties include using document management software to upload, download or scan paper documents, retrieving documents for authorized personnel and ensuring document storage to comply with laws and regulations.

Document Control Specialist duties and responsibilities

The Document Control Specialist is an integral part of our team and is responsible for the inflow and outflow of documentation throughout our firm and to and from our clients. Typical duties include:

• Download and distribute documents as needed
• Scan and upload documents according to company procedure
• Review, scan, and electronically file all client related documents
• Review and update documents for maintenance and quality control
• Keep other personnel updated on new document versions and how to obtain access
• Handle records across various departments
• Create templates for use by other personnel
• Maintain confidentiality regarding sensitive documents
• Establish and maintain record retention timelines
• Manage the flow of documentation within the organization
• Prepare documents for electronic signature via Adobe
• Manage eSignature process for all clients

Qualifications

• Bachelor’s degree from an accredited university or college;
• 3+ years as an administrative assistant or equivalent experience in Operations or Finance departments.
• Hands-on experience with Adobe, MS Office and MS Excel
• Knowledge of Electronic Document Management Systems (EDMS)
• Proficient typing and editing skills
• Data organization skills
• Attention to detail

Desired Characteristics:

• Strong communication, self-motivational, and customer service skills
• Demonstrated ability to network and build relationships across customer organization
• Handle sensitive information with integrity and confidentiality
• Excellent organizational and time management skills
• Excellent verbal and written communication skills; fluent in English
• Excellent proofreading and editing skills

Job Type: Full-time

Pay: $15.00 – $18.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Bradenton, FL 34205: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• Microsoft Excel: 3 years (Required)

Work Location: One location