Fisher Investments · 2 weeks ago
Document Technician
Camas, WA
Full-time
Hybrid
Entry Level
$45K/yr - $65K/yr
1+ years expFisher Investments is a growing global company seeking a Documentation Specialist to join their team. The role involves processing various incoming documents and collaborating with different groups within the firm to support operations in the financial services industry.
Financial Services
Responsibilities
Process and edit electronic documents and attachments with multiple types of software, including DocuSign
Review inbound packages/documentation to classify by group and recipient
Use image scanner to scan firm documentation into internal storage system
Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
Prepare outbound packaging of documentation to multiple external individuals/companies
Prepare reports through Access and Excel for notification of external groups
Complete on-request, document retrieval, review, and filing projects
Maintain coding of document templates for firm use
Qualification
Required
1+ years of experience handling sensitive information
Knowledge of Microsoft Office
Familiarity with Adobe
Experience with electronic signature documentation
Organizational and time management skills
Benefits
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
Company
Fisher Investments
Fisher Investments is an independent, fee-only investment adviser.
5001-10000 employees
H1B Sponsorship
Fisher Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (23)
2023 (16)
2022 (28)
2021 (8)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
unknown2024-06-16Private Equity
Leadership Team
Christer Crusenvinge
Regional Director
Recent News
2025-11-25
2025-11-22
Company data provided by crunchbase