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Document Specialist
Document SpecialistEquiniti • Saint Paul, Minnesota, USA
Document Specialist

Document Specialist

Equiniti • Saint Paul, Minnesota, USA
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
  • Must be located near Mendota Heights, MN as this will be fully onsite
  • Temporary Assignment : 6 months may end sooner or extend
  • Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

    EQ is a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

    About EQ Shareholder Services

    Equiniti is undergoing a bold transformation, powered by a dynamic, newly formed leadership team that began their journey in 2025. This Leadership team is steering EQ into the future by leveraging state-of-the-art technology and data-driven strategies to drive customer satisfaction and unlock new growth opportunities.

    EQ is not just supporting organizations - EQ is revolutionizing how it engages with shareholders and manage their corporate lifecycle. From energizing shareholder engagement and streamlining stock registers to facilitating seamless ownership transfers, dynamic shareholder meetings and efficient dividend payments, EQ is the backbone of global equity administration.

    But that's just the beginning. EQ's mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. EQ is leading the charge in dematerialization, empowering issuers and shareholder to embrace a digital-first experience.

    The acquisition of Notified has supercharged the organization's capabilities in investor relations and communications, making EQ the only global technology partner dedicated to both public relations and investor relations solutions.

    EQ's commitment to agility and a #ClientObessedApproach means they act fast, deliver exceptional service and always put their clients first.

    Role Summary

    As a Transfer Agent, the ideal candidate will maintain records of investors and account balances. They record transactions, cancel and issue certificates, process investor mailings, and deal with other investor problems (e.g., lost or stolen certificates). They work to ensure that investors receive interest payments and dividends when they are due, amongst other duties.

    Core Duties / Responsibilities

    The successful candidate will be responsible for the following :

    Opening and prepping mail to be imaged into our processing system

    Creating and indexing work items once scanned

    Assisting with miscellaneous operations duties to meet SLA's

    Cancellation of processed certificates

    Mailing out shareholder communication

    Cross train and support other departments within Operations

    Ability to lift 20lbs and stand for long periods of time

    Skills, Capabilities and Attributes

    The successful candidate will demonstrate the following experience, skills and behaviors :

    High school diploma or equivalent

    1 year experience in document scanning equipment and or paper handling operations

    3+ years of experience in a regulated industry preferred

    Adaptable and the ability to retain a high volume of information

    Strong individual contributor

    Effective organizational, multi-tasking, and prioritizing skills

    Excellent verbal, written, and interpersonal communication skills

    Strong attention to detail and accuracy skills

    Intermediate Microsoft Office skills

    Ability to navigate multiple computer systems, applications, and utilize search tools to find information

    Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

    Solid problem-solving skills and strong time management skills

    Compensation : $22.00 hourly

    We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

    Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

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    Document Specialist • Saint Paul, Minnesota, USA

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