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Document Specialist: Global Finance Team

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Fisher Investments
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Finance Assistant, Loan Servicing
  • Administrative/Clerical
    Finance Assistant, Loan Servicing
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Document Specialist: Grow with a Global Finance Team

Fisher Investments is seeking a Documentation Specialist to join our team. You will process and route documents, prepare for filing and storage, and collaborate with Client Services, Sales, and Portfolio Management to support end-to-end operations.

Daily tasks include processing electronic documents with Docu Sign, scanning and classifying packages, generating reports in Access and Excel, and coordinating outbound documentation to external recipients.

This is a great position to take on the Document Specialist:
Grow with a Global Finance Team role at Fisher Investments.

This opportunity is part of our work in Finance, Other.

The advertised compensation is 42.000 - 65.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Document Specialist:
Grow with a Global Finance Team role in the description above.

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