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Document Processing Specialist
2 months ago
Job Duties
The Document Processing Specialist is responsible for creating financial statements, letters and reports in accordance with BDO standards.
Creates and revises financial statements, letters, proposals, memos, manuals and other miscellaneous documents from supplied information
Prints and assembles tax documentation in accordance with BDO guidelines
Determines format and content by following written and oral instructions
Prepares and stores documents by operating document processing equipment and software
Edits all documents to ensure accuracy by proofreading for grammar, punctuation and format errors
Logs all documents in journal to track progress
Reformats documents created outside the department to ensure uniformity with BDO standard format
Participates in the training of new employees in department
Other duties as required
Qualifications, Knowledge, Skills and Abilities
Education:
Graduation required
Experience:
Two (2) year minimum of experience as a Word Processor is required
Experience in a professional services firm, preferred
Software:
Intermediate proficiency in Microsoft Word and PowerPoint, required
Basic proficiency in Microsoft Excel, required
Other Knowledge, Skills & Abilities:
Solid verbal and written communication skills including proficiency in editing and utilization of current grammar and written style practices
Able to successfully multi-task while working independently or within a group environment
Effective planning and strong organizational skills
Able to work with a high degree of accuracy and thrive in a high volume fast-paced work environment
Must be able to maintain confidentiality when interacting with all levels of the organization
Capable of adapting communication style to successfully convey messaging and objective to diverse audiences in a professional manner
Able to meet project deadlines with a focus on details
Able to work effectively in a team-oriented environment