What is your mission? 

You will provide the best service to our partner brands by performing these tasks:

• Handle the inbox, respond to client emails, and assign job IDs for each project.
• Update email subjects for working jobs to maintain continuity.
• Communicate project statuses in group chats and delegate tasks internally or to outside departments.
• Review client instructions and supplied files for conversion.
• Identify and request additional supporting files from clients as needed.
• Supply project page-count or additional services information for billing purposes.
• Create and update GoFiler Projects (GFPs) with accurate submission details.
• Run test filings on revised iXBRL updates and submission details.
• Perform pre-file checks and submit live files as per the client's schedule.
• Review all working jobs, including those from prior shifts, to stay informed of ongoing activities.
• Review and save revised files to job folders, validate, and re-test if necessary.
• Process edits, perform self-QC, and ensure accuracy.
• Perform EDGAR updates to registrants, including series and classes.
• Send Print Purchase Orders (PPOs) to vendors, review print proofs, and provide approval to print.
• Update production spreadsheets to record project details accurately.
• Research SEC filings for duplicates, recent activities, and supply SEC links to processing teams.
• Prepare, supply proofs, and submit Form IDs and Manual Passphrase updates.
• Assist other team members when available.
• Actively seek and address areas of improvement in processes and efficiency.

Who are we looking for?

• Bachelor’s degree or equivalent experience in a related field preferred.
• Minimum of 3 years of experience in EDGAR filing, client services, or a related role.
• Expert GoFiler knowledge with the ability to create/review all submission details for US Corp issuers, Foreign issuers, Investment Companies, Reg A, Spac/DeSpac, etc.
• Fast learner and strong multi-tasking abilities in a fast-paced, deadline-driven environment.
• Excellent communication skills
• Ability to balance speed and accuracy to ensure proper project completion.
• Ability to apply edits efficiently, compare, and manage new conversion projects.
• Proficient in typesetting in Word and project management.
• Skilled in determining when additional services are needed and communicating these requirements.
• Experience in prioritizing jobs, coordinating with teams, and providing status updates.
• Ability to generate Print Purchase Orders (PPOs) and coordinate print jobs with vendors.
• Advanced knowledge of MS Office, including macros and mail merge.
• Proficiency in Pitstop for modifying PDF proofs.
• Eagerness to learn and quickly adapt to new processes.
• Capability to work autonomously and as part of a team.
• Self-sufficient with strong decision-making skills.
• Dedicated to meeting each project's needs and taking ownership of production.
• Understanding of technology/software and experience applying this knowledge to expedite project delivery.
• Continuously reviewing and improving processes and efficiency.
• Staying informed about changes to SEC form types and their impact on workflow.