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Document Specialist (Investment) Hybrid | Night Shift

Document Specialist (Investment) Hybrid | Night Shift

Infinit-O
1-3 Years
  • Posted 7 hours ago
  • Be among the first 10 applicants

Job Description

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business, but in the communities we serve.

With a highly engaged and innovative team, we don't just optimize processes, we also create meaningful change.

Key Responsibilities:

  • Perform centralized document intake, ensuring documents are received, digitized, classified, and processed according to established timelines.
  • Follow up with internal and external sources on outstanding documentation.
  • Track document receipt, workflow progress, and operational activities in designated systems.
  • Support software testing, process improvements, documentation updates, and operational initiatives.

Job Requirements and Credentials:

  • Intermediate skills in Microsoft Excel and proficiency with other Microsoft Office products.
  • Experience 1-2 years.
  • Strong organizational skills and the ability to balance responsibilities with rigorous attention to detail.
  • Self-motivation and the ability to manage multiple priorities in a fast-paced environment without sacrificing quality.
  • Ability to handle confidential and sensitive information in a compliance-driven environment.

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