EDGAR Specialist - On Call

Pay: $38.00 $40.00/hour

Benefits:

• Various health insurance options & wellness plans (Medical Dental Vision Prescription Drug)
• 401k Retirement Savings Plan Including Employer Match
• Paid Time Off (PTO)
• Life Insurance
• Paid Parental Leave
• Shortterm & Longterm Disability
• Healthcare & Dependent Care Flexible Spending Accounts
• Domestic Partner Coverage
• Commuter Benefits
• Legal Assistance
• Employee Assistance Program (EAP)
• Additional Employee Perks and Discounts

The EDGAR (Electronic Data Gathering Analysis and Retrieval) Specialist is an experienced position delivering exceptional customer service to our clients by providing timely and accurate EDGAR work of an intermediate to advanced level. The key functions of this role include receiving word processing documents from attorneys and converting them into EDGAR compliant documents and submitting to the Securities Exchange Commission. The role requires the advanced ability to assess EDGAR documents to detect and ensure proper corrections (proofing edits conversions formatting creation and comparisons) for requesters. The EDGAR Specialist requires the training of team members and is responsible for the daytoday coordination of workflow within a shift or site.

Job qualifications

• Bachelors degree preferred with concentration in Economics Accounting or Computer Science. Commensurate experience maybe considered in lieu of education based upon candidates overall employment history.
• Minimum 3 years of EDGAR experience required including knowledge of GoFiler Pro Software manually coding HTML and knowledge of how to search SEC EDGAR system for filings
• Advanced software aptitude in programs used for EDGAR Operations as well as speed and accuracy in a highvolume highpressure production environment.
• Strong MS Word MS Excel MS PowerPoint Adobe Acrobat and HTML skills
• Proven customer service skills are required in order to create maintain and enhance customer relationships.
• Good written and verbal communication skills including professional telephone and email etiquette.
• Attention to detail with good organizational skills.
• Must be able to meet deadlines and complete all projects in a timely manner.
• Ability to handle sensitive and/or confidential documents and information.
• Able to make independent decisions that conform to business needs and policy.
• Good problemsolving skills with the ability and understanding of when to escalate a problem to a supervisory level.
• Must work well in a team environment.
• Must be able to interact effectively with multifunctional and diverse backgrounds.
• Ability to work in a fastpaced environment.
• Must be selfmotivated with positive cando attitude.

Job duties

* denotes an essential function)

• *Converts Word Excel PPT and PDF documents to EDGAR compliant format for filing with the Securities and Exchange Commission EDGAR System.
• *Effectively communicate SEC compliance requirements and filing deadlines to requestors.
• *Utilize appropriate logs for all office services work.
• *Evaluates personnel performance with the Account Manager and assists in the development and improvement of individual and team skills
• *Perform work and intake functions according to established procedures.
• Demonstrates proper professional expectations for team members when dealing with client requestors and client work requests including meeting deadlines and delivering highquality work
• Responsible for development and delivery of ongoing training of new and existing team members in existing processes
• Facilitates focus and coordination on and between shifts in the production of deliverables to the client in order to meet or exceed the clients expectations for quality timeliness and service.
• Coordinate with team to ensure clients filings are executed timely and accurately.
• Proactively reach out to requestors and effectively address any needs that arise.
• Quickly identify Submission Types and/or necessary Submission Information changes.
• Work closely with Manager/Team to determine priorities and workflow.
• Prioritizes work requests across team and coordinates/balances multiple projects based on experience and following established guidelines especially when working with escalated deadlines or issues
• *Ensure that job tickets are properly filled out before beginning work.
• *Follow procedures to run jobs in proper order.
• *Communicate with supervisor or client on job or deadline issues.
• *Meet contracted deadlines for accepting completing and delivering all work.
• *Troubleshoot basic equipment problems.
• Be able to lift up to 50 lbs. on a regular basis.
• Intakes work requests from the client; including clarification of job instructions and negotiation of deadlines with the requestor. Seeks alternate solutions to deadline requests as needed
• Prioritize workflow.
• Performs Quality Assurance on own and work of others.
• Load machines with various paper toner supplies.
• Answer telephone emails and place service calls when needed.
• Interact with clients in person over the phone or electronically.
• Adhere to Williams Lea policies in addition to client site policies.
• Use equipment and supplies in a costefficient manner.

Who we are: In a rapidly changing world the ability to innovate and break new ground drives progress. Williams Lea has harnessed this ability for more than 200 years.

Our 5200 talented employees worldwide are experts in delivering efficient business processes in complex and highly regulated environments.

Were always progressing. Connecting technology with expertise and strong processes to transform support services. As we enter our third century we continue helping businesses thrive in a future driven by digitization and virtualization.

It is the policy of Williams Lea to ensure equal employment opportunity without discrimination or harassment on the basis of race color creed religion national origin alienage or citizenship status age sex sexual orientation gender identity of expression marital or domestic/civil partnership status disability veteran status genetic information or any other basis protected by law.

Williams Lea is a drugfree workplace and performs preemployment substance abuse testing.

#piq