Demo

Document Specialist

Addison Group
Albany, NY Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 5/23/2025

Addison Group is working with a Financial services company in search for a new Document Specialist. This is a direct hire role and 5 days onsite in Albany NY - Please apply to be considered!

Essential Functions :

  • Provide direct support to and collaboration with other RASi corporate team members.
  • Respond and resolve incoming vendor requests, queries, issues and concerns via phone and email.
  • Efficiently manage the order process alongside other RASi 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.

COMPETENCIES, SKILLS AND ABILITIES :

  • Must be a positive team player and be able to effectively communicate with colleagues and clients.
  • You are required to multi-task, accept directions well, possess a strong attention to detail and manage your time wisely.
  • Must be 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.
  • Ensure superior customer service is always provided and maintain a high level of professionalism.
  • Knowledge of general corporate services and / or willingness to learn.
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