Schedule: Monday - Friday, 2:00pm - 11:00pmThe 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 day-to-day coordination of workflow within a shift or site.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 skillsPerform 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 workResponsible for development and delivery of on-going training of new and existing team members in existing processesFacilitates 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 issuesEnsure 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 neededPrioritize 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 cost-efficient manner.
