Document Preparation Specialist
2 weeks ago
FORVIS is seeking a skilled Document Preparation Specialist to join our team. As a key member of our administrative support team, you will be responsible for preparing and editing Microsoft Word and Excel documents, ensuring they meet our high standards of quality and consistency.
Key Responsibilities
- Format and edit Microsoft Word and Excel documents to ensure accuracy and consistency
- Prepare written client correspondence as requested
- Assemble tax return and financial statement packages prior to delivery to clients
- Perform general administrative tasks, including word processing, photocopying, filing, and scanning
- Provide high-level support to personnel, including receptionist duties and maintaining office supplies
Requirements
- Excellent grammar, punctuation, editing, proofing, and verbal communication skills
- Ability to display a professional demeanor and effectively communicate with clients and staff
- Acute attention to detail and exceptional time management and organizational skills
- Ability to manage multiple priorities and work towards deadlines
- Excellent interpersonal skills and flexibility
Minimum Qualifications
- Two years or more of experience in a professional office environment
- High School Diploma or equivalent required, college degree preferred
- Experience with general office support, scanning, photocopying, and filing
- Proficiency in Microsoft Word, Excel, and Outlook
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