Fisher Investments

Document Technician (2018-5899)

Location US-WA-Camas
Client Operations - Document Technician
Job ID





Fisher Investments is a privately-held investment management firm who manages portfolios for high-net-worth private clients and some of the world's preeminent institutions.  We are now searching for a document technician to join our team in our Camas, WA office (Portland Metro). Document Technicians carry out a very important firm function by processing a wide variety of incoming documentation quickly and efficiently. This includes, but is not limited to, sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents, and assisting with outbound mailings.  Periodically, Document Technicians assist with additional document archiving and classification, as well as other Client Operations projects.



  • Process and edit electronic documents and attachments via multiple types of software
  • Review inbound packages/documentation to classify by group and recipient
  • Use image scanner to scan firm documentation into internal storage system
  • Open and sort daily mail received from various mail carriers
  • Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
  • Prepare outbound packaging of documentation to various external individuals/companies
  • Interact with Client Services, Sales and other groups in regard to how documentation should be handled
  • Prepare reports via Access and Excel for notification of external groups
  • Complete on-request, document retrieval, review, and filing projects
  • Create and update coding of document templates for firm use



  • Knowledge of Microsoft Office and ability to learn new software programs
  • Strong organizational and time management skills
  • Strong attention to detail
  • Track record of strong work ethic
  • Ability to handle multiple responsibilities simultaneously and take initiative