Senior Document Services Specialist

Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

Summary
Senior Document Services Specialists are integral to optimizing client business operations, serving as both direct contributors and supplemental support within client teams. This role is responsible for the preparation, revision, reformatting, and conversion of documents using office applications, including the handling of complex documents, spreadsheets, and charts with precision. Senior Document Services Specialists also possess a desire to test new word processing software and the ability to provide training and mentorship to Document Specialists and clients. This position may be located at an Opensity facility or a client office.

Responsibilities

Create, revise, reformat, and convert documents using various support software including Microsoft Office applications, PDF editing tools, and transcription software

Prepare and edit complex documents, spreadsheets, and charts

Provide coordination and administrative support for special projects

Efficiently handle time‑sensitive and confidential materials

Perform document diagnostic activities related to troubleshooting document inconsistencies

Create and/or revise work product using direct keyboard entry, scanner, or electronic conversion methods of input; transcribe audio and digital dictation including deposition transcripts as required

Spell check, proofread and/or cross‑check documents to ensure accuracy and completeness

Maintain up‑to‑date knowledge of specialized applications and upgrades to achieve maximum efficiency and productivity with the Document Services applications

Provide feedback and insight into each team member’s performance when requested

Promote and encourage teamwork, confidence, and positive attitudes

Provide directions, instructions, and guidance to the team

Assist with reviewing re‑works or poor job outputs from team members

Requirements

HS Diploma or GED

3+ years working in document outsourcing or legal industry preferred

Ability to learn the responsibilities listed above through a combination of in‑person training, remote training, and self‑guided learning

Strong initiative required; ability to work independently with minimal direct supervision

Working knowledge of Microsoft applications (Outlook, Word, Excel, and PowerPoint)

Experience working with Adobe Acrobat or Kofax for the manipulation of PDF files a plus

Excellent skills in spelling, grammar, punctuation, sentence structure, and proofreading

Ability to organize and prioritize multiple assignments

Ability to excel under pressure within established timeframe and provide quality work product

Possess strong communication, interpersonal, teamwork and customer service skills

Opensity is an Equal Opportunity Employer.

We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Employment decisions at Opensity are based on qualifications, merit, and business needs. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, training, discipline, and termination.

Opensity is committed to providing reasonable accommodations for qualified individuals with disabilities, for pregnancy related conditions, and for sincerely held religious beliefs, in accordance with applicable law. We do not tolerate retaliation against individuals who raise concerns or participate in an investigation related to equal employment opportunity.

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