Hybrid Document Control Specialist | SharePoint & Records

Financial Additions; Fort Worth (TX); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Financial Additions is assisting an established Investment Firm/Family Office in the Fort Worth area with a Document Control Specialist position. The ideal candidate brings a high level of professionalism, excellent job tenure/stability and is highly detail oriented.

This role operates on a hybrid schedule in the Fort Worth area, supporting structured document processes, audits, onboarding, and tool transitions across document management systems such as SharePoint, Egnyte, and Canoe.

Qualifications

• 2+ years of experience in document control or records management.
• Experience with document management systems (SharePoint, Egnyte, Canoe).
• Strong attention to detail and organization.
• Ability to manage large volumes of documents accurately.

Responsibilities

• Support operational efficiency, compliance and maintain structured document processes and standards.
• Organize, index and maintain documents across shared drives (Egnyte, Canoe, SharePoint, network drives).
• Apply standard naming conventions, folder structures and indexing methodologies.
• Upload, archive and retrieve documents.
• Perform audits of document repositories.
• Respond to document-related requests.
• Support onboarding and system transitions related to document management tools.

Skills

Attention to detail

Organization

Document management

Tools

SharePoint

Egnyte

Canoe

Job description

Financial Additions is assisting an established Investment Firm/Family Office in the Fort Worth area with a Document Control Specialist position. The ideal candidate brings a high level of professionalism, excellent job tenure/stability and is highly detail oriented.

This role operates on a hybrid schedule in the Fort Worth area, supporting structured document processes, audits, onboarding, and tool transitions across document management systems such as SharePoint, Egnyte, and Canoe.