Document Specialist Jobs

Responsibilities

• Effectively utilize firm templates, styles, master pages, and tracking
• Prepare, format, edit, quality check and process proposals using standard firm templates and in accordance with company guidelines
• Tracks revisions, performing quality checks for accuracy, formatting, spelling, punctuation, and grammatical errors
• Proforma, format, foot, edit, and process financial statements
• Assist other offices and share work virtually or in person as needed
• Develop an understanding and proficiency in using firm applications and software
• Prepare and edit engagement letters and other correspondence, performing mail merges when necessary
• Additional duties as assigned
• Effectively partner and cross train with other Administrative personnel to assist with back-up duties or other office needs, such as tax processing
• Prepare presentations, proposals, financial statements, reports or other deliverables
• Work closely with manager and other key stakeholders to receive and implement timely feedback to ensure quality service and client satisfaction
• Prepare documents or files for print
• Print and bind or finish documents as requested

Requirements

• Ability to communicate effectively with all levels of personnel
• Strong organizational skills and the ability to multitask and prioritize effectively
• At least 3 years of work experience
• Exceptional proofreading skills
• Flexibility and ability to work well independently
• Attention to quality, with an eye for accuracy and detail
• Strong team player
• Associate’s degree or equivalent experience
• Strong grammar and punctuation skills
• Strong computer skills, with intermediate proficiency in Adobe, MS Word, PPT, Excel, and Outlook
• Excellent written and verbal communication skills