Corporate Specialist

The Corporate Specialist is responsible for fulfilling client orders for various corporate filings and documents retrievals.

They will work with vendors, affiliates, and state agencies to prepare, submit and finalize corporate orders.

The Corporate Specialist must have excellent organizational and time-management skills, meticulous attention to detail, and professional levels of customer service and communication.

ESSENTIAL FUNCTIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


* Responsible for corporate filings including, but not limited to the preparation, review and filing of: Articles of Incorporation/Organization, amendments, fictitious business name/assumed name filings, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance, reinstatements and revivals.


* Efficiently manage the order process alongside Account Specialists, from initial request through processing.


* Communicate closely with Account Specialists during follow-up investigations and order fulfillment.


* Respond to and resolve incoming vendor and correspondent requests, queries, issues and concerns via phone, fax, and email.


* Responsible for effectively communicating with vendor networks and Account Specialists regarding various corporate filings and document retrievals.


* Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal bring-downs, filing and tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents.


* Process apostille and document authentications and legalizations.


* Create and maintain filing fee and filing requirements reference charts.


* Maintain and update forms library and state web links.


* Assist Sales, Marketing, Registered Agent and Accounting Departments as needed.


* Assist with other areas in the Client Services Department as needed.


* Act as aid to manager in the training of new and existing employees.


* Develop, maintain, and update knowledge about the department, services, company and industry as a whole.


* Develop, maintain, and update knowledge about related departments such as sales, marketing and accounting.


* Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records.

Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.


* Other duties as assigned.

 

COMPETENCIES, SKILLS AND ABILITIES



* Must be very detail oriented with strong organizational skills.


* Effective communication (verbal and written) and relationship building skills.


* Must be computer literate; Intermediate level skills with MS Office; Word, Excel ...