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Mirador LLC
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Document Specialist
Mirador LLC Stamford, CT
$48k-60k (estimate)
Part Time | Business Services 8 Months Ago
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Mirador LLC is Hiring a Document Specialist Near Stamford, CT

Company Overview

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.

There’s a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world’s largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our website.

Position Overview

We seek diligent, detail-oriented professionals to join the team in this entry level part-time role. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.

Responsibilities

Working within our alternative investments database

  • Downloading, organizing, and renaming files
  • Document management
  • Creating, circulating, and tracking LOAs (Letter of Authorization)
  • Creating and reconciling transaction level data in Excel
  • Escalate system and data issues to client facing team and/or team lead

Required Qualifications & Skills

  • 0-2 years Data Entry experience
  • Familiarity with technology, software tools, and applications, including Excel
  • Well-organized and self-motivated
  • Highly attentive to detail and accuracy
  • Familiarity with handling confidential data

Preferred Qualifications

Familiarity with financial services helpful

An associate or bachelor’s degree in a related field or relevant job experience

Schedule

Part-time position

29 hours/week.

Onsite: Morning Shift 8:30am to 2:30pm or Afternoon Shift 11:30am to 5:30pm

$20/Hour

Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application is true and correct to the best of my knowledge.

Job Summary

JOB TYPE

Part Time

INDUSTRY

Business Services

SALARY

$48k-60k (estimate)

POST DATE

09/09/2023

EXPIRATION DATE

06/10/2024

WEBSITE

miradorgroup.com

HEADQUARTERS

BELLAIRE, TX

SIZE

100 - 200

FOUNDED

2017

TYPE

Private

CEO

TODD BLITZER

REVENUE

$10M - $50M

INDUSTRY

Business Services

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The following is the career advancement route for Document Specialist positions, which can be used as a reference in future career path planning. As a Document Specialist, it can be promoted into senior positions as a System Documentation Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Document Specialist. You can explore the career advancement for a Document Specialist below and select your interested title to get hiring information.

If you are interested in becoming a Document Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Document Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Document Specialist job description and responsibilities

Follow client norms, maintain excellent quality and resolve errors while call copying documents and performing other tasks.

02/26/2022: Grand Forks, ND

Check completion and correctness of forms, documents and bills.

03/10/2022: Reno, NV

Perform transcription and conversion work, and scanning of documents.

03/31/2022: Raleigh, NC

Handle correspondence, preparation of presentations and budgets, and varied documents.

02/26/2022: Detroit, MI

File, record, recover, archive, scan and maintain documents and database systems.

03/03/2022: Anchorage, AK

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Document Specialist jobs

Ensure agreement of documents and corporate records with legal, clinical, financial and regulatory guidelines.

03/10/2022: Elyria, OH

Learn about different digital solutions for document management and how they can be used to make a Documentation Specialist’s life easier.

03/17/2022: Daytona Beach, FL

They develop and maintain systems for document storage, and are responsible for document security and access.

04/02/2022: Austin, TX

Complete an undergraduate program.

03/30/2022: Bismarck, ND

Documentation Specialist roles will typically be looking for the skills previously outlined.

02/25/2022: Pueblo, CO

Step 3: View the best colleges and universities for Document Specialist.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College