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Ultimus Fund Solutions · 1 day ago

Junior EDGAR Filing Agent/Print Support

225 Pictoria Dr, Cincinnati, OH 45246, USA

Full-time

Onsite

Entry Level

1+ years exp

Ultimus Fund Solutions is seeking a Junior EDGAR Filing Agent/Print Support who will be responsible for converting and filing documents with the SEC on EDGAR systems. This role will also coordinate print jobs for multiple clients and typeset regulatory financial documents using Microsoft Word and/or Adobe InDesign.

ConsultingFinanceFinancial ServicesInformation Technology

Responsibilities

Converts and submits level 1 EDGAR filings with no guidance from management

Provides high-quality and prompt turn-around of converted EDGAR documents allowing for timely client review before filing

Converts documents to an EDGAR acceptable format and submits them to SEC, on behalf of client, on schedule, and in compliance with regulations

Confirms and forwards SEC acceptance notices to client

Provides an EWFS to the billing department after every EDGAR job has been completed daily

Typesets in Adobe InDesign and Microsoft Word

Reviews, edits, proofs, and packages projects to prepare materials for printing

Updates 'Print Board' with job specs and status

Assists manager with upcoming projects

Helps maintain summary prospectus websites to ensure clients are following regulations

Performs clerical and administrative support tasks for associates

Daily contact with clients regarding EDGAR filing and Print services, clarification of requests, reviews printing needs, etc

Direct point of contact when management is unavailable

Qualification

EDGAR filingsAdobe InDesignMicrosoft WordNovaworks GoFilerAdobe AcrobatMultitaskingAnalytical skillsOrganizational skillsCreative thinkingCritical thinking

Required

An undergraduate degree or equivalent

1-2 years of experience working with SEC EDGAR filings

1-2 years of experience working as a typesetter

Novaworks GoFiler or similar software

Microsoft Office Suite

Adobe Acrobat

Adobe InDesign

Typography

Troubleshoots issues utilizing creative and critical thinking skills

Multitasking, analytical, and organizational skills

Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness

Demonstrates personal integrity, responsibility, and accountability

Effectively uses resources such as time and information in conjunction with associates

Participates in solving problems and making decisions

Presents and expresses ideas and information, written and oral, clearly, and concisely

Actively listens to others to achieve understanding and supports an open exchange of ideas and information

Identifies needs, arranges for, and obtains resources to accomplish individual and department goals

Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations

Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion