Who We Are

Headquartered in Los Angeles with additional offices in West Des Moines, IA and Hanover, MD, Docupace Technologies is a premier provider of secure and federal and state law compliant electronic processing platforms for financial institutions and the wealth management industry. Docupace pioneered and implemented a web-based straight-through processing platform that helps financial services firms meet SEC/FINRA compliance requirements. As a leading provider of cyber security services, Docupace also helps Broker-Dealers and financial services firms become cyber secure by assessing vulnerabilities, correcting potential gaps, and providing ongoing monitoring.


Docupace offers competitive benefits to our full-time employees including Medical, Dental and Vision Insurance, FSA/HSA, Life Insurance, AD&D, STD, LTD and 401k plan.



Position Summary

We are looking for a Transition Assistant Coordinator in our West Des Moines office who will be central to our successful implementation of the Docupace Transition Assistant for advisor transfer between Broker Dealer firms / agencies.You will apply professional knowledge, skills and training needed to contribute to business and technical definition, configuration, testing, enhancements, production support, table updates and implementing IT business solutions. Strong proficiency using Microsoft Excel Vlookup and Pivot Tables.

Responsibilities/Duties

§ Assists in formulating and defining system scope and objectives through best practice research and fact-finding, combined with knowledge of applicable business systems and industry requirements.

§ Responsible for planning, estimating, and tracking work deliverables.

§ Works with others to develop and/or modify processes to resolve simple business problems by using IT solutions, includes analysis of business and user needs, documenting business requirements and translating business requirements into functional requirements.

§ Supports design, build and test planning phases for smaller scope enhancements and projects.

§ With direction provides assistance in evaluating technology alternatives by performing requested data collection and/or analysis.

§ Applies relevant new information technology products/services to business projects and analysis. Supports users, production activities and training/ business procedural development.

§ Perform system maintenance including forms updates, domain updates to meet client specifications, form data mapping, creating test scripts and performing.

§ Documentation of supporting systems.

§ Technical and business specifications for statement of work.

§ Explain to clients how process works, communication of steps of process, troubleshooting any issues and resolving.

Education and Experience

§ Bachelor’s Degree or equivalent experience in IT, Finance or business related field.

§ 1- 3 years work experience.

§ Proven client-facing communication, with strong interpersonal and consulting skills, including the ability to build trust and confidence with all levels of employees, including senior level executives.

§ Proven experience demonstrating strong problem solving skills with a high degree of attention to detail.

§ Proven skills and competency using Microsoft Excel including advance functions like vlookup.

§ Strong organizational skills with the ability to work independently and prioritize multiple tasks and priorities while meeting deadlines in a fast-paced environment.

§ Financial services experience helpful.

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