Document Services Operator

The Document Services Operator must demonstrate flexibility and take ownership of developing their skill set, managing their workload, and communicating clear status updates regarding their work product.

Essential Duties and Responsibilities

This list is not exhaustive and may be supplemented or amended as necessary.

• Expertly revise, format, compare, and cross-reference documents.
• Convert documents from various formats into Microsoft Word, Excel, PowerPoint, and Visio while adhering to the firm’s established best practices.
• Generate, update, and revise tables of contents.
• Create and run mail merges.
• Complete defined-terms checks and reformat documents using the firm’s approved standards and tools.
• Modify, compile, and redact PDF documents.
• Create forms, electronic closing binders, and bookmarks using Adobe Acrobat.
• Create, revise, and reformat PowerPoint presentations while maintaining the firm’s branding standards.
• Create and modify organizational charts, flowcharts, and timelines using Visio and PowerPoint.
• Use Excel to reformat documents, prepare spreadsheets for printing, and create basic formulas and charts.
• Provide responsive technical support to clients, including software troubleshooting.

Qualifications

Education and Professional Experience

• A college degree or business certification is preferred; equivalent professional experience will also be considered.
• Previous experience working as a word processor within a legal or financial services organization is required.
• Proven ability to meet demanding deadlines in a high-pressure environment while maintaining a professional manner and delivering exceptional client service.

Technical Skills

• Advanced knowledge of the following software applications is required:
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Visio
  • Microsoft Outlook
  • Adobe Acrobat
  • OmniPage
  • Nuance Power PDF
  • Litera Compare
  • DocXtools