Specialist, Document Management & Safekeeping

The Specialist, Document Management & Safekeeping is responsible for maintaining superior document management, security, and safekeeping of all physical and electronic documents and client assets. The role involves processing high volumes of incoming and outgoing correspondence, categorizing and scanning documents, and managing secure storage and cataloging of original documents in the vault. Critical to the position is ensuring physical assets are properly safeguarded, conducting periodic vault audits, and reconciling physical holdings with data in the recordkeeping system to maintain custodial integrity and compliance.