Data Production & Document Management – Undergrad Intern (2026 and 2027 Grads)

Position Summary: 

The Document Management team warehouses and maintains the documentation from all of the offices that are a part of the company. Virtually every department is dependent in some way on the services the Document Management group provides, which include mail processing, document digitizing and archiving. In addition, the team provides tax document support to the Tax Services teams, check printing and mailing for the Cash Settlements group, Historical Statement pulls for the Front Office and Medalion Stamp Certification service for the Custody and Onboarding groups.

Now is a particularly exciting time to be a member of the Document Management team. The company is in the process of retiring our current imaging system (Global Inquiry) and is onboarding a completely new imaging program. Interns will have the opportunity to contribute to creating and shaping training materials as well as procedures that will be applied company-wide for years to come.

The Document Management team has several upcoming initiatives including which will have a long-term impact on the team and company:

Onboarding additional offices and the migration of their documents to the new imaging system.
Integrating the Virgo retention citation database to work with our physical and digital document repositories.
Developing a custom electronic ticketing system to accommodate the numerous requests fielded by the Document Management team.
Team Culture:

Our team is 100% in-office, one of the few, if not the only team with that distinction. Interns are needed to be physically present in the office every day of the work week. Our consistent presence helps foster a collegial and humorous working atmosphere.

Supportive environment. Team members are always willing to assist and encourage one another.
We have a daily huddle where tasks and projects are discussed. Collaboration and input are welcome.
As the team’s tasks reach across various departments, we are in constant contact with other team members to discuss issues and provide suggestions for workflow improvements. We reach out in Teams for real time solutions and often schedule meetings if issues require greater discussion.
A Data Production & Document Management Intern can expect to learn:

A greater familiarity with document retentions and related citations.
Elements of project management from their exposure of ongoing initiatives
Procedure creation and testing
Aspects of database management
Customer service skills
Meeting management skills
Key Responsibilities Can Include:

Hardcopy Document Auditing
Imaged Documents Index Change Requests
Tax Document Processing
Original Trust Document Processing
Procedure Review and Creation
Training Guide Enhancement
Daily mail processing, reconciliation and research
Document Imaging
Document Warehouse and Retention Projects
Provide support to other teams with client mailings and proxy processing
Daily mail processing and reconciliation
Ideal Qualifications:

Strong analytical skills with a keen eye for details
Adept at using Microsoft Suite applications
Ability to move from one task to another smoothly as priorities change
Strong analytical skills
Comfort with databases, data manipulation and dashboards
Ability to communicate effectively both verbally and in writing with a diverse range of business partners located around the globe