Senior Document Services Specialist

Opensity Solutions; Phoenix, Northern (AZ, KY); On-site; USD 31,000 - 44,000; 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 is seeking a Senior Document Services Specialist to support law firms and financial services clients by creating, revising, and converting documents with MS Office, PDF tools, and transcription software. You will edit complex documents and coordinate projects while handling confidential materials.

The role requires 3+ years in document outsourcing or the legal industry, strong proofreading skills, and the ability to train and mentor team members as needed.�

Qualifications

• HS Diploma or GED required.
• 3+ years in document outsourcing or legal industry preferred.
• Ability to learn responsibilities via in-person, remote, and self-guided learning.
• Strong initiative; able to work independently with minimal supervision.
• Working knowledge of Microsoft applications (Outlook, Word, Excel, PowerPoint).
• Experience with Adobe Acrobat or Kofax for PDF manipulation is a plus.
• Excellent spelling, grammar, punctuation, sentence structure and proofreading.
• Ability to organize and prioritize multiple assignments and work under pressure.

Responsibilities

• Create, revise, reformat, and convert documents using MS Office, PDF tools, and transcription software.
• Prepare and edit complex documents, spreadsheets, charts.
• Provide coordination and administrative support for special projects.
• Handle time-sensitive and confidential materials efficiently.
• Perform diagnostic activities related to document inconsistencies.
• Transcribe audio and deposition transcripts as required.
• Spell check, proofread, and cross-check documents for accuracy.
• Maintain up-to-date knowledge of document applications and upgrades.

Skills

Microsoft Office Suite

Outlook

Word

Excel

PowerPoint

Education

HS Diploma or GED

Tools

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: Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. A Senior Document Services Specialist will be providing a valuable function helping our clients streamline their administration of business operations. Senior Document Services Specialists possess a desire to test new word processing software and the ability to provide training and mentorship to Document Specialists and clients.

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; transcribes 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 in order to achieve maximum efficiency and productivity with the Document Services applications
• Provide feedback and insight into each team member’s performances 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 proofreading
• Ability 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 up 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.

Respect

We believe in treating everyone with dignity, kindness, and empathy. We foster an inclusive culture where diverse perspectives are valued, and mutual respect is the cornerstone of our interactions.

Accountability

We take ownership of our actions and decisions, acknowledging their impact on our team, the organization, and our clients. We strive for transparency and follow through on our commitments, fostering trust and reliability within our community.

Collaboration

We understand that working together yields the best results and that our parts are better together. We actively promote teamwork, open communication, and the sharing of ideas. By embracing diverse talents and perspectives, we create a supportive and innovative environment that encourages collective growth and empowerment.

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