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
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
- Participates in the training of new employees in department
