Donnelley financial solutions (dfin) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globeWe’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecyclesAs markets fluctuate, regulations evolve and technology advances, we’re thereAnd through it all, we deliver confidence with the right solutions in moments that matterSummary: provide expert assistance and education to clients who are developing their microsoft office skills for use with activelink and the activedisclosure platformResolve internal and external customer queries on best ways to manage their documents in word, excel, or powerpointLiaise between the activedisclosure service team, document services, product support, learning and development, sales, and the customerAct as a support desk for non-active disclosure clients who are leveraging activelinkAct as a central filter for client document issues, work with learning and development to enhance training materials or build new training materials, and escalate potential bugs through product support and dev teamsDefine success by enabling internal and external customers to succeedResponsibilities: work assignments are typically both a mix of routine and non-routine work that often requires deviation from accepted practice and procedures to complete given wide variety of circumstances encountered in the jobWork is reviewed primarily for end results and is performed under general guidelines or procedures which include administrative directives in the form of rules, policies, and established precedents pertinent to the assignmentAbility to establish own priorities.
The document solutions specialist will provide day-to-day research, troubleshooting, user support, education, document solutions, and other ad hoc support to internal and external clients via multiple channels for all supported components and services for the company.
The document solutions specialist will log customer interactions and resolve queries based on defined level of expertise.
The document solutions specialist will proactively identify opportunities for education and improvement, and will escalate interactions beyond level of expertise as appropriate within defined procedures.
The document solutions specialist will provide follow-up with internal and external clients, and will support partners as necessary to promote case progress towards resolution.
The document solutions specialist will manage call queues and resolve cases in a timely fashion.
The document solutions specialist role may focus on a specialty within the job.
The first area of specialty is customer support focused on troubleshooting and resolution of advanced ms word, excel, and powerpoint issues, pdf and html renderings, user support, document solutions, software education and support, and other ad hoc requests.
The second area of specialty is support of a more technical nature to include researching issues, root cause analysis, technical writing, documentation of processes, client education materials, creation of demonstration files, on-site presentation of materials, and more.
Regardless of focus, a document solutions specialist would be expected to support either area as per training and requirementsQualifications: the duties and responsibilities described above are the essential functions of the jobThe qualifications below are representative of the knowledge, skills, and/or abilities requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Basic qualifications:
Hs diploma or equivalent with 2+ years of relevant production experience in manufacturing, operations, or office environment directly related to the duties of the job, or demonstrated ability to meet the job requirements through a comparable amount of education, training, and work experience.
Requires knowledge of technology to include computers and software programs such as ms office or mac word processing, spreadsheets or other programs specific to the job in order to complete job duties successfully.
Must have excellent oral and written communication skills to communicate effectively across departments when completing assignments.
Must have strong organizational skills with ability to manage deadlines and prioritize workload and adjust meet business needs.
Preferred qualifications:
Certifications in microsoft applications including but not limited to
Word, excel, 365
Experience in donnelley financial products
Activedisclosure, new activedisclosure, profile, edgar
Experience in financial documents
It is the policy of donnelley financial solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran`s status, actual or perceived sexual orientation, genetic information or any other protected statusIf you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disabilityYou can request a reasonable accommodation by sending an email to accommodationrequest@dfinsolutions.com#bi-remote
