Production Associate
Company Description
FilePoint®, a division of Viewpoint Partners, LLC, is a rapidly growing financial services company offering SEC compliance, filing, document design and conversion services for mutual funds, investment advisers, hedge funds, and public corporations. FilePoint was founded with a mission of providing outstanding customer service to advisory firms. A service company invested heavily in technology and operations expertise can be the perfect complement to advisers who want to stay focused on their primary objective, managing money.
Responsibilities include:
Undergoing new hire training that encompasses the following:
o Developing a strong foundation of FilePoint’s mission and guiding principles
o Understanding the purpose of our service and how our practices have been successful within the financial service industry
o Attaining a general overview each service offering
o Progressing through a guided training matrix to develop skillsets for use in the production environment
Ongoing responsibilities include:
o Executing client deliverables and reviewing projects within the guided timeframes and client turnaround times while maintaining high quality control and efficiency
o Working with others to solve problems
o Corresponding with clients, as needed, to finish out a project
o Communicating with Leads regarding progress of project deliverables; including timing, challenges and solutions
Desired characteristics include the following:
· Strong computer and communication skills
· High aptitude for learning new technical skills and computer software
· Advanced Microsoft Office skills
· Enjoys troubleshooting and has a solution-oriented mindset
· Ability to identify and create new processes to improve and automate workflow
· Thrives in a deadline-driven, fast-paced environment with several moving pieces
· Has high quality control and responds positively to feedback
· Technical writing skills for clear and concise internal and external communication
· Works well with others in a team environment but able to work independently on long copy jobs
· Desktop publishing, typesetting, graphic communications, print production, training, HTML, XML, or IT support
· Exposure to or interest in scripting/programming languages (Python, JavaScript, VBA, or similar)
· Bonus: experience with regex, spreadsheet formulas/macros, version control (Git), no-code automation tools, or Adobe CC suite