CBS Admin Document Specialist

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Job Summary

The Document Processing Specialist is responsible for creating and performing self-quality review on documents to ensure an error-free product consistent with firm standards. The Document Processing Specialist will work primarily in ServiceNow.

Job Duties

• Prepares and updates financial statements, correspondence, proposals, memos, manuals, and various other documents based on information.
• Review, proofread, and edit documents for accuracy and completeness
• Ensure documents follow established BDO formats, templates, and style guides
• Creates, manages and records digital documents and status by using provided software and tools
• Collaborate with different teams to gather the information needed to create or update documents
• Edits the documents to ensure accuracy, quality and consistency of deliverable(s) by following written and oral instructions to ensure uniformity with BDO standard format and/or Client format.
• Meets internal deadlines to match the internal client expectations for timely delivery of service and ensures data is collected and processed in a timely manner
• Collaborates proactively with internal clients and team members to gather the necessary information, documents, and data required to complete assigned tasks and ensure timely delivery.
• Assists with training team members on all relevant software, resources, and processes
• Assists in development and maintenance of team shared workspaces, housing all training and written process documentation, key contacts, links and common responses
• Proficient in navigating My Support Center dashboard and functionality
• Identifies and contributes to ongoing initiatives aimed at improving service, quality, and efficiency.
• Complies with all Firm policies, standards, and client procedures
• Willing to work from 9:00 PM IST to 6:00 AM IST during peak periods for four months as per business requirement..
• Other duties as assigned or required

Qualifications, Knowledge, Skills and Abilities

Education:

• B.Com/B.A/MBA

Experience:

• Minimum of one (1) year of relevant experience preferred.
• Experience in a professional services firm, preferred

License/Certifications:

• N/A

Software:

• Intermediate proficiency in Microsoft Word, Excel, PowerPoint and Adobe Acrobat Pro, preferred
• Experience with ServiceNow or scheduling software program, preferred

Language:

• Mastery in English

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, within a group environment and/or other professionals
• 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 environmentle & responsibilities

Preferred candidate profile