The Document Specialist performs end-to-end processes of producing client compliant documents according to client specifications, processes and templates using MS Office applications, Adobe and / or other applications required to complete a task.
This position requires expert knowledge of Microsoft Word / Office application, familiarity with Adobe products and working and / or basic knowledge of HTML.
Duties and Responsibilities :
Production
Review pre-flight files and identify queries and communicate those with Leads and / or client
Create, edit and format documents to EDGAR-compliant format or firm specifications using variety of client software applications
Create charts, tables and spreadsheets against source document
Draft and update Table of Contents
Restore / recover corrupted document files as necessary
Complete all assigned jobs by deadline in an accurate and timely manner
Handle sensitive and / or confidential documents and information; and
Perform additional duties as necessary or assigned
Proofreading
Proofread converted documents for proper firm style, consistency and spelling
Perform slug / full reading of converted documents against originals to ensure accurate conversions
Perform cross-reference defined term checks
Ensure tables of contents updated
Check corrected proofs against mark-up to ensure all corrections were made accurately
Check formatting for consistency and adherence to client specifications
Use standard proofreading marks
Perform additional duties as assigned