- Create, edit and format client deliverables (e.g., financial statements, annual reports, proposals, presentations, etc.) in an accurate and timely manner
- Prepare and format initial drafts of documents, including Word and Excel documents, as well as PowerPoint presentations
- Review and proofread documents for accuracy
- Communicate project deadlines, status updates, and workflow questions
- Proactively plan work to meet client deliverable deadlines
- Understand and implement all quality control standards
- Special projects as assigned
Qualifications:
- Bachelor s Degree required
- Minimum 1 year of related experience required; experience in a professional services environment preferred
- Proficiency in Microsoft Office (Word,
Excel, PowerPoint, and Outlook)
- Solid attention to detail, commitment to producing accurate work in a timely manner
- Proven commitment to providing exceptional client service
- Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment
- Strong verbal and written communication skills
- Analytical and problem-solving skills
- Ability to handle sensitive situations and confidential information with discretion