
51 - 200 employees
💼 Consulting
📣 Marketing
💸 Finance
Consulting • Marketing • Finance
FilePoint is a regulatory tech company that provides full-service regulatory disclosure solutions to clients in the financial industry. The company specializes in EDGAR Filing, Document Conversion, Typesetting, Printing and Distribution, Web Development, Document Hosting, and Web Design. FilePoint utilizes automation and customization to simplify the filing process, ensuring that regulatory reporting and disclosures are smooth for all involved. They offer solutions for SEC reporting and filing, Tailored Shareholder Reports, Investor Communications, and Marketing, among others.
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51 - 200 employees
💼 Consulting
📣 Marketing
💸 Finance
Consulting • Marketing • Finance
FilePoint is a regulatory tech company that provides full-service regulatory disclosure solutions to clients in the financial industry. The company specializes in EDGAR Filing, Document Conversion, Typesetting, Printing and Distribution, Web Development, Document Hosting, and Web Design. FilePoint utilizes automation and customization to simplify the filing process, ensuring that regulatory reporting and disclosures are smooth for all involved. They offer solutions for SEC reporting and filing, Tailored Shareholder Reports, Investor Communications, and Marketing, among others.
• Convert Word and Excel files to EDGAR and PDF • Proofread complex styles and identify errors • Meet tight deadlines with accuracy • Develop a strong foundation in FilePoint’s mission and guiding principles • Learn the purpose of FilePoint’s regulatory disclosure services and industry practices • Progress through a guided training matrix to develop production skill sets • Reference team documentation daily • Convert and review projects within guided time frames • Work with colleagues to solve problems • Correspond with clients as needed to complete projects • Communicate project deliverable progress, timing, challenges, and potential solutions to management
• Bachelor’s degree in Business, Math, Computers, Information Science, or closely related field required • Ability to work under tight deadlines in a fast-paced environment • Will train new graduates • Ability to work 9am–6pm Pacific Standard Time (PST) • Advanced Microsoft Office skills • Strong computer and communication skills • High aptitude for learning new technical skills and computer software • Ability to troubleshoot with a solution-oriented mindset • Ability to identify and create new processes to improve and automate workflow • Ability to work independently and in a team environment • High quality control and positive response to feedback • Technical writing skills for clear and concise internal and external communication • Desktop publishing, typesetting, graphic communications, programming, print production, training, HTML, or IT support experience/knowledge • Basic Adobe CC suite knowledge • Some travel to the home office required
• 100% health care coverage for full-time employees and dependents • Dental insurance • Vision insurance • Life insurance • 401(k) with a match • Generous paid time off • Collaborative and supportive work environment • Professional development opportunities • 100% employee-owned company • Competitive salaries • Rich competitive benefits package • Diverse team
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