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The Document Specialist is responsible for fulfilling client estimates and orders for various corporate documents retrievals and filings. This position requires the individual to work with other team members to successfully complete all project requests in a timely, accurate and efficient manner. The Document Specialist must have excellent organizational and time-management skills, meticulous attention to detail, and professional levels of customer service and communication.
Job Responsibility:
Provide direct support to and collaboration with other corporate team members
Respond and resolve incoming vendor requests, queries, issues and concerns via phone and email
Efficiently manage the order process alongside other corporate team members, from initial request through processing, and during follow-up investigations and order fulfillment
Responsible for obtaining certificates of status with both the state and/or revenue departments, conducting name availability and status searches, producing verbal bring-down reports, filing/tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents
Responsible for corporate filings including, but not limited to the preparation, review and filing of: articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, and annual reports
Any other duties of similar or lesser nature as required
Ensure superior customer service is always provided and maintain a high level of professionalism
Requirements:
High school diploma or equivalent required
Positive team player and effectively communicate with colleagues and clients
Multi-task, accept directions well, possess a strong attention to detail and manage your time wisely
Computer literate
Intermediate level skills with MS Office
Word, Excel and Outlook are required
Able to be self-directed and work efficiently with minimal supervision
Excellent attendance and punctuality
Strong critical thinking and problem-solving skills are required
Able to work in a fast-paced, high-energy environment
Knowledge of general corporate services and/or willingness to learn
Nice to have:
Bachelor's degree and/or 1-2 years’ experience in corporate services/registered agent industry