Senior Document Production Specialist

K2 Services; Houston (TX); Hybrid; USD 33,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off (PTO)

Job summary

Opensity Solutions seeks a Senior Document Services Specialist to optimize client operations through document prep, revision, formatting, and conversion using Microsoft Office and PDF tools. The role includes mentoring Document Specialists and working hybrid from our Phoenix office.

The position emphasizes accuracy, confidentiality, and ability to train clients and team members. Responsibilities cover overseeing complex documents, coordinating projects, and maintaining up-to-date software

Qualifications

• HS Diploma or GED required.
• 3+ years in document outsourcing or legal industry preferred.
• Ability to learn the responsibilities listed above through a combination of in-person training, remote training, and self-guided learning.
• Strong initiative required; ability to work independently with minimal direct supervision.
• Working knowledge of Microsoft applications (Outlook, Word, Excel, and PowerPoint).
• Experience working with Adobe Acrobat or Kofax for the manipulation of PDF files a plus.
• Excellent skills in spelling, grammar, punctuation, sentence structure, and proofreading; ability to organize and prioritize multiple assignments.
• Possess strong communication, interpersonal, teamwork and customer service skills.

Responsibilities

• Create, revise, reformat, and convert documents using various support software including Microsoft Office applications, PDF editing tools, and transcription software
• Prepare and edit complex documents, spreadsheets, charts
• Provide coordination and administrative support for special projects
• Efficient handling of time sensitive and confidential materials
• Perform document diagnostic activities related to troubleshooting documents inconsistencies
• Create and/or revise work product using direct keyboard entry, scanner, or electronic conversion methods of input; transcribe audio and digital dictation including deposition transcripts as required
• Spell check, proofread and/or cross-check documents to ensure accuracy and completeness
• Maintain up-to-date knowledge of specialized applications and upgrades to achieve maximum efficiency and productivity with the Document Services applications
• Provide feedback and insight into each team member’s performance when requested
• Promote and encourage teamwork, confidence, and positive attitudes
• Provide directions, instructions, and guidance to the team
• Assist with reviewing re-works or poor job outputs from team members

Skills

Mentorship

Communication skills

Attention to detail

Time management

Education

HS Diploma or GED

Tools

Microsoft Office

Adobe Acrobat

Kofax

Job description

About Us:

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

Our Mission:

Ourmissionis to providemodernized technology platforms,elevated technology support, andvaluable insights, empoweringour clientsto excel inwhat they do best.

Job Description

Senior Document Services Specialists are integral to optimizing client business operations, serving as both direct contributors and supplemental support within client teams. This role is responsible for the preparation, revision, reformatting, and conversion of documents using office applications, including the handling of complex documents, spreadsheets, and charts with precision. Senior Document Services Specialists also possess a desire to test new word processing software and the ability to provide training and mentorship to Document Specialists and clients. This position is located at Opensity’s newly remodeled Phoenix office and works a hybrid schedule.

Schedule:

Monday - Friday from 3:00 PM to 12:00 AM MST

RESPONSIBILITIES

• Create, revise, reformat, and convert documents using various support software including Microsoft Office applications, PDF editing tools, and transcription software
• Prepare and edit complex documents, spreadsheets, charts
• Provide coordination and administrative support for special projects
• Efficient handling of time sensitive and confidential materials
• Perform document diagnostic activities related to troubleshooting documents inconsistencies
• Create and/or revise work product using direct keyboard entry, scanner, or electronic conversion methods of input; transcribe audio and digital dictation including deposition transcripts as required
• Spell check, proofread and/or cross-check documents to ensure accuracy and completeness
• Maintain up-to-date knowledge of specialized applications and upgrades to achieve maximum efficiency and productivity with the Document Services applications
• Provide feedback and insight into each team member’s performance when requested
• Promote and encourage teamwork, confidence, and positive attitudes
• Provide directions, instructions, and guidance to the team
• Assist with reviewing re-works or poor job outputs from team members

REQUIREMENTS

• HS Diploma or GED
• 3+ years working in document outsourcing or legal industry preferred
• Ability to learn the responsibilities listed above through a combination of in-person training, remote training, and self-guided learning
• Strong initiative required; ability to work independently with minimal direct supervision
• Working knowledge of Microsoft applications (Outlook, Word, Excel, and PowerPoint)
• Experience working with Adobe Acrobat or Kofax for the manipulation of PDF files a plus
• Excellent skills in spelling, grammar, punctuation, sentence structure, and proofreadingAbility to organize and prioritize multiple assignments
• Ability to excel under pressure within established timeframe and provide quality work product
• Possess strong communication, interpersonal, teamwork and customer service skills

The Compensation range for this role is 24.00 to 27.00 USD per hour and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual’s location, skills, experience and qualifications.

All eligible employees receive access to a comprehensive benefits package, including:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid Time Off (PTO)

Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients.

Opensity provides equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation.

We are committed to fair and barrier free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation.

Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.