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EDGAR Filing Agent
Ultimus Fund SolutionsEDGAR Filing Agent converting and filing SEC documents using desktop software. Managing client interactions and ensuring compliance with regulations in EDGAR systems.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SEC EDGAR filings, ensuring compliance with regulations and timely submissions. Proficient in training and guiding junior associates while maintaining effective client communication.
Highest-signal resume keywords
SEC EDGAR FilingsIXBRL ComplianceTypesetter ExperienceClient CommunicationProject Assistance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
EDGAR Document ConversionRegulatory ComplianceDocument SubmissionFiling Fee FacilitationDaily Job Logging
Soft Skills
Team GuidanceClerical SupportTraining and Mentoring
Tools & Technologies
IXBRL TrackersEDGAR Filing Software
Industry Keywords
SEC RegulationsFiling ServicesClient Review Process
About the role
Key responsibilities & impact- Converts and submits level 1-2 EDGAR filings with no guidance from management.
- Converts and submits level 3 EDGAR filings with guidance from management.
- Provides high-quality and prompt turn-around of converted EDGAR documents allowing for timely client review before filing.
- Converts documents to an EDGAR acceptable format and submits them to SEC, on behalf of client, on schedule and in compliance with regulations.
- Facilitates advance payment of filing fees with client in accordance with SEC provisions.
- Confirms and forwards SEC acceptance notices to client.
- Provides an EWFS to the billing dept. after every EDGAR job has been completed daily.
- Provides a daily log of all pending and filed jobs for that reporting cycle.
- Maintains iXBRL trackers to ensure clients follow the iXBRL rule.
- Assists manager with projects and staying up to date with SEC requirements and new regulations.
- Helps maintain summary prospectus websites so clients follow regulations.
- Performs clerical and administrative support tasks for associates.
- Assists with training junior associates on conversion techniques, policies, and procedures.
- Provides guidance and oversight to the team when needed.
- Daily contact with clients regarding EDGAR filing services, clarification of requests, review printing needs, etc.
- Direct point of contact when management is unavailable.
Requirements
What you’ll need- An undergraduate degree or equivalent.
- 5-7 years of experience working with SEC EDGAR filings.
- Experience with a typesetter.
- Equivalent education and experience will be considered.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Ultimus Fund Solutions Website LinkedIn All Job Openings 501 - 1000 employees 💸 Finance ☁️ SaaS 🤝 B2B 💰 Private equity on 2012-07 Finance
- SaaS
- B2B Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates. EDGAR Filing Agent Job not on LinkedIn 🔥 47 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Agent Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Converts and submits level 1-2 EDGAR filings with no guidance from management.
- Converts and submits level 3 EDGAR filings with guidance from management.
- Provides high-quality and prompt turn-around of converted EDGAR documents allowing for timely client review before filing.
- Converts documents to an EDGAR acceptable format and submits them to SEC, on behalf of client, on schedule and in compliance with regulations.
- Facilitates advance payment of filing fees with client in accordance with SEC provisions.
- Confirms and forwards SEC acceptance notices to client.
- Provides an EWFS to the billing dept. after every EDGAR job has been completed daily.
- Provides a daily log of all pending and filed jobs for that reporting cycle.
- Maintains iXBRL trackers to ensure clients follow the iXBRL rule.
- Assists manager with projects and staying up to date with SEC requirements and new regulations.
- Helps maintain summary prospectus websites so clients follow regulations.
- Performs clerical and administrative support tasks for associates.
- Assists with training junior associates on conversion techniques, policies, and procedures.
- Provides guidance and oversight to the team when needed.
- Daily contact with clients regarding EDGAR filing services, clarification of requests, review printing needs, etc.
- Direct point of contact when management is unavailable. 🎯 Requirements
- An undergraduate degree or equivalent.
- 5-7 years of experience working with SEC EDGAR filings.
- Experience with a typesetter.
- Equivalent education and experience will be considered. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Live Chat Agent 🔥 1 hour ago Qureos 11 - 50 👥 HR Tech ☁️ SaaS 🤖 Artificial Intelligence Website LinkedIn All Job Openings Live Chat Agent role at Qureos Inc engaging with customers through live chat. Providing exceptional service experience and resolving inquiries with flexible hours. 🇺🇸 United States – Remote 💵 $37.4k - $47.3k / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Agent Healthcare Verifications Agent – Seasonal 🔥 12 hours ago TaskUs 10,000+ employees 🏥 Healthcare 📦 Logistics 📣 Marketing Website LinkedIn All Job Openings Customer Service Representative for healthcare verifications at TaskUs handling Medicare and Value-based Care interactions. Seeking tech-ready individuals for remote work. 🇺🇸 United States – Remote 💵 $29.1k - $41.6k / year 💰 Private Equity Round on 2018-08 ⏰ Full Time 🟠 Senior 🔴 Lead ✨ Agent 🦅 H1B Visa Sponsor IP Licensing and Commercialization Agent 🔥 15 hours ago Mercola 201 - 500 🛍️ eCommerce 👥 B2C 🧘 Wellness Website LinkedIn All Job Openings IP Licensing Agent monetizing protected inventions within health tech for Mercola Health Sciences. Pursuing licensees through relationship-building and closing operations in a remote capacity. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Agent Slate Agent 🕒 Yesterday Slate Auto 201 - 500 🚘 Automotive 🏭 Manufacturing 🚗 Transport Website LinkedIn All Job Openings Slate Agent managing customer relationships and sales, influencing EV ownership at a startup. Independently handling client engagements and serving as the brand's voice. 🇺🇸 United States – Remote 💵 $75.6k - $106k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Agent 🦅 H1B Visa Sponsor Senior Slate Agent 🕒 Yesterday Slate Auto 201 - 500 🚘 Automotive 🏭 Manufacturing 🚗 Transport Website LinkedIn All Job Openings Senior Slate Agent managing customer relationships at vehicle startup Slate. Overseeing client interactions and serving as the primary accountability point for client outcomes. 🇺🇸 United States – Remote 💵 $84.6k - $106k / year ⏰ Full Time 🟠 Senior ✨ Agent 🦅 H1B Visa Sponsor 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs