Financial Services Production Coordinator

2 weeks ago


Raleigh, North Carolina, United States Filepoint Full time
Job Overview

Company Overview

FilePoint, a division of ViewPoint Partners, LLC, is a dynamic and expanding financial services organization that specializes in SEC compliance, filing, document design, and conversion services tailored for mutual funds, investment advisers, hedge funds, and public corporations. Our mission is to deliver exceptional customer service to advisory firms, supported by a robust investment in technology and operational expertise.

Key Responsibilities:

As a new hire, you will undergo comprehensive training that includes:

  • Building a solid understanding of FilePoint's mission and core values.
  • Gaining insights into our service offerings and their success within the financial services sector.
  • Acquiring a general overview of each service we provide.
  • Advancing through a structured training program to develop the necessary skills for the production environment.

Your ongoing responsibilities will encompass:

  • Consulting team documentation daily to identify projects to undertake.
  • Executing and reviewing projects within established timelines.
  • Ensuring accuracy and punctuality in project deliverables.
  • Collaborating with colleagues to resolve issues.
  • Communicating with clients as necessary to complete projects.
  • Updating Leads on the status of project deliverables, including timelines, challenges, and potential solutions.

Desired Attributes:

  • Proficient computer and communication skills.
  • Strong ability to learn new technical skills and software applications.
  • Advanced proficiency in Microsoft Office.
  • A proactive approach to troubleshooting with a solutions-oriented mindset.
  • Capability to identify and implement new processes to enhance and automate workflows.
  • Ability to thrive in a fast-paced, deadline-driven environment with multiple tasks.
  • Commitment to high-quality standards and responsiveness to feedback.
  • Technical writing skills for clear internal and external communication.
  • Ability to work effectively in a team setting while also being capable of independent work on extensive projects.
  • Familiarity with desktop publishing, typesetting, graphic communications, programming, print production, training, HTML, or IT support.
  • Basic knowledge of the Adobe Creative Cloud suite.

Qualifications:

  • A Bachelor's degree in Business, Mathematics, Computer Science, Information Science, or a closely related field is required.
  • Ability to perform under tight deadlines in a high-pressure environment.

Equal Employment Opportunity Statement

FilePoint, LLC, along with its affiliated entities, is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable laws. This policy applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.



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