Edgar Specialist

Our client, a global law firm in the financial district is seeking a temporary to permanent Edgar Specialist with Document Processing experience Monday-Friday 11a-8p.

Job Profile Summary

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 attorney’s 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 dayto-

day coordination of workflow within a shift or site.

Job qualifications

· Bachelor’s degree preferred with concentration in Economics, Accounting or Computer Science.

Commensurate experience maybe considered in lieu of education, based upon candidate’s 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 high-volume, high-pressure 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 problem-solving 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 multi-functional and diverse backgrounds.

· Ability to work in a fast-paced environment.

· Must be self-motivated with positive can-do 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 high-quality work

· Responsible for development and delivery of on-going 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 client's expectations for quality, timeliness, and service.

· Coordinate with team to ensure client's 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 client site policies.

· Use equipment and supplies in a cost-efficient manner.