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SUMMARY:
The Corporate Specialist/Customer Service Representative 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.
- Responsible for effectively communicating with states and clients 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.
- Assist with Registered Agent mail, Virtual Office mail, Services of Process (SOPs)other areas in the Client Services Department as needed.
- Act as aid to manager in the training of new and existing employees.
- Safeguards confidentiality of records and complies with all local, state, and federal laws pertaining to records.
- Other duties as assigned.
OMPETENCIES, 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 and Outlook are required.
- Ability to work both independently and in a team environment.
- Ability to be self-directed and work efficiently with minimal supervision.
- Ability to multitask and effectively handle multiple time sensitive projects.
- Knowledge of general corporate procedures and/or willingness to learn.
- Ability to gather, organize, analyze, and compile data.
- Ability to work in a fast-paced, high-energy environment.
- Ensure superior customer service is provided at all times and maintain a high level of professionalism and a positive attitude.
- Maintain consistent attendance and punctuality and a professional demeanor
EDUCATION / EXPERIENCE
- Preferred Education: Bachelor’s degree and/or 2 years equivalent experience in customer service or legal industry.
- Experience working in a multi-function, multi-geography environment preferred.
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