Document Management Specialist Job Description

Document Management Specialist Job Description

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Document management specialist provides technical support and guidance on software IT assets (Windows operating systems, Microsoft Office programs, SharePoint, etc.) and escalate as needed;.

Document Management Specialist Duties & Responsibilities

To write an effective document management specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included document management specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Backup for daily margin inquiries, ACAT notices, DVP notices (distributes for SF)
Processes daily check deposits thru RemitPro
Reviews all checks for accuracy before submission
Checks paid and processed through DBNK
Daily confirm review of trades/confirms
Maintains daily spreadsheets for all SF Operation activity on internal shared drive
Processes all security receipts including restricted shares and private placements
Screens phone calls coming into ops, helps when possible, forwards all others as appropriate
Open/process incoming/outgoing mail
Create overnight shipping labels on AGILE

Document Management Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Document Management Specialist

List any licenses or certifications required by the position: CRM

Education for Document Management Specialist

Typically a job would require a certain level of education.

Employers hiring for the document management specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Engineering, Computer Science, Technical, Graduate, Management, Information Systems, Associates, Information Technology

Skills for Document Management Specialist

Desired skills for document management specialist include:

Windows and Microsoft Office
SharePoint and Adobe
Document management best practices
Microsoft Office products
GCP
ICH guidelines and FDA regulations
Microsoft Office and SharePoint
Residential mortgage loan documentation
Basic accounting principles
Commercial/Consumer loan documentation

Desired experience for document management specialist includes:

Maintain and file/store
Stock Certificate Log
Trade tickets
All pertinent daily activity records
Use Quality decision making to assess documentation packages against applicable procedures, processes and guidelines
Responsible for interpreting client needs and documentation requirements of new acocunt and product set up from information provided by internal business partners

Document Management Specialist Examples

1

Document Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of document management specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for document management specialist
  • Prepare standard documents and/or related amendments that accurately reflect the deal mandated but minimizes the risk to the business through strict adherence to policies, procedures and regulatory requirements
  • Prepare execution copies of authorization copies of authorization and Treasury Products documents and agreements
  • Track status of requests
  • Responsible for developing and maintaining project SharePoint sites
  • Manage invoice approvals and invoicing costs to projects, by scrutinizing invoices for discrepancies and querying
  • Working with project controls, overseeing cost scenarios as directed by the PM’s
  • Complete and submit SAP service requests (SSR’s) for subcontracted services
  • Updating and adjusting service orders for manning changes
  • Analyse and adjust funding streams on service orders to ensure enough funds are available for invoice payment
  • Management and organisation of training and accreditation courses for deployed teams where needed
Qualifications for document management specialist
  • Provide and support documentation and training coordinator services to the PD organization including numbering, version control, formatting, processing, and filing of documents
  • Support training profiles, maintain training records and submit document records within our electronic training tracking system
  • Support oversight and linkage to training curricula in compliance with GxP, regulatory requirements and Quality Manual/procedures
  • Provide support during internal and external audits related to regulatory, pre inspection approval and internal audits for PD organization
  • Support line manager in PD audit and inspection readiness plans
  • Assist with documentation, training, and compliance projects
2

Document Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a document management specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for document management specialist
  • Backup for SAP/Content server workflow
  • Support system maintenance window
  • Assist in the management of the master document register, including engineering drawings, manufacturing data books, materials certificates, reports, throughout the project
  • Manage, normalize and handle all the information generated during the Project and by all parts involved in it
  • Make sure that all the information of the Project is accurate and updated in the Corporate Document Control System
  • Develop and adapt to the Project the Corporate Document Control System
  • Responsible for project documentations works as standards and as per easy retrievals
  • Project Management, act as Project Leader for configuration of new processes and configuration changes
  • Change Management, Change Request administration / receipt of problem reports, Change Board meetings and coordination of Change implementation
  • Ensuring processes are aligned with the procedures within the Quality Management System, for example for Document Control and Design Controls
Qualifications for document management specialist
  • Experience in designing training using various delivery methods
  • Exceptional training skills are required
  • Ability to interact well with and provide training to all levels of the organization
  • Documentation experience required (paper-based and electronic system)
  • Training system experience required (paper-based and electronic system)
  • Embrace Shire culture – operates with a high sense of urgency
3

Document Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a document management specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for document management specialist
  • Maintenance activities, incl
  • Maintenance of system documentation incl
  • Plan and participate in Computerized Systems Validation
  • Planning and coordination of Super User training incl
  • Contact to stakeholders as vendors, consultants and users
  • In cooperation with Director Quality Applications development, maintenance and continuous improvement of global Quality Applications
  • Participate in internal audit programs
  • Participate in external audits as subject matter expert (SME)
  • Support activities related to other global quality application systems as TrackWise, as example with data analysis, system documentation, computerized systems validation
  • Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices
Qualifications for document management specialist
  • At least 5 years of Biopharmaceutical industry experience is preferable
  • Train-The-Trainer capability
  • Embrace Shire core values - BRAVE (bold, resilient, accountable, visionary and ethical)
  • Undergraduate degree with strong experience within the Financial Services Industry.(Or equivalent work experience)
  • Minimum of a Bachelor’s Degree in basic or life sciences
  • Knowledge of quality systems and GMP regulations
4

Document Management Specialist Job Description

Job Description Example
Our company is hiring for a document management specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for document management specialist
  • Analyzes clinical status of patient, current treatment plan, and past medical history
  • Performs daily chart reviews to identify potential gaps in physician documentation
  • Formulates physicians' clarifications to ensure that clinical documentation reflects the severity of illness and level of service rendered to patient
  • Ensures current, accurate, and complete documentation of medical record
  • Conducts daily follow-up reviews to ensure appropriate clinical documentation is recorded in patient's chart
  • Facilitate and plan monthly Task Force meeting for quality control of accuracy, completeness and timeliness of documentation
  • Acts as a resource and consultant to staff and physicians regarding clinical documentation
  • Support document issuance, version control, manual and electronic files maintenance, formatting, editing, reviewing, and document status notifications (such as SOPs, policies, work instructions, validations, qualifications, and technical reports)
  • Consult with functional heads regarding current document owners and business process owners
  • Foresee and complete the documents biennial review process
Qualifications for document management specialist
  • Familiarity with SAP ERP Systems – ECC, SRM, GTS
  • Ability to Read ABAP
  • Excellent communication skills, including working with other report developers customers/end users/management
  • Ability to provide and share technical/functional knowledge
  • Brief senior management as required
  • 3 - 6 years of OpenText/Document Management experience
5

Document Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a document management specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for document management specialist
  • Expert in using MasterControl or any Electronic Documentation Management System (EDMS)
  • Maintain the system current while doing quality checks from time to time
  • Maintain a complete and accurate index of documents
  • Maintain an existing list of personnel (Program staff and other Program associated offices and personnel) with office codes
  • Assist the team in the daily operations and project coordination including expediting drawings, shipments
  • Work closely with the project team to maintain and manage the project schedules
  • Make basic project schedule updates to activities (i.e., durations, dates, calendars), adding resources, cost loading, adjusting budgeted and actual units, creating and adding codes, and producing reports and graphs
  • Review sub-contractor project schedule submittals
  • Assist in producing client weekly project tracking updates
  • Administer document management system revision control to ensure the integrity of master documents
Qualifications for document management specialist
  • Working knowledge of OpenText VIM
  • OpenText certification a plus
  • SAP Workflow configuration knowledge a plus
  • Knowledge of security permissions, authorization objects, and roles within SAP
  • You drive and carry out operational Records and Information/Document Management processes independently (data analysis, data maintenance, data migration, data research)
  • You analyse existing processes and solution designs

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