Document Automation Specialist

Summary

Join ConnectOS, a top-rated Philippines employer, and help large companies increase revenue with embeddable Wills and Trust products. As a Document Automation Specialist, you will convert and automate documents, improve processes, integrate data sources, and ensure quality control. You will also train colleagues, maintain documentation, troubleshoot issues, and guarantee compliance with security and regulations. The role involves reporting and analysis to identify areas for improvement. ConnectOS offers a competitive salary, benefits, and career growth opportunities. Enjoy work-from-home flexibility and comprehensive medical, dental, and life insurance.

Requirements

• Proficiency in document automation software and tools (e.g., HotDocs, or similar)
• Familiarity with data integration and database management
• Attention to detail and a commitment to producing high-quality, error-free documents
• Excellent problem-solving and troubleshooting skills
• Knowledge of document security and compliance regulations
• Strong communication and interpersonal skills for working with various teams

Responsibilities

• Document Automation: Convert and automate PDF and Word documents using proprietary automation system
• Process Improvement: Identify opportunities to streamline document creation and management processes, reducing manual intervention and errors
• Data Integration: Integrate data sources with document automation tools to populate documents with accurate and up-to-date information
• Quality Control: Perform quality checks on automated documents to ensure accuracy, completeness, and compliance with legal and regulatory requirements
• User Training: Provide training and support to colleagues
• Documentation: Maintain documentation and user guides for document automation processes and tools
• Troubleshooting: Identify and resolve issues or errors in document automation systems promptly
• Security and Compliance: Ensure that document automation processes adhere to security protocols and compliance regulations (e.g., GDPR, HIPAA) to protect sensitive information
• Reporting and Analytics: Generate reports and analyze data related to document automation processes, identifying areas for further improvement
• Others: Openness to other work tasks the management might request

Benefits

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities