What are the responsibilities and job description for the Document Specialist position at SourcePro Search, LLC?
We have a great opportunity for a Document Specialist (Microsoft Office certified) for our global law firm client.
This position can be based in their New York, San Francisco, Washington, DC, Seattle or Los Angeles offices.
The qualified candidate will be responsible for providing support to firm personnel and its clients. They will observe firm policies, confidentiality of firm matters, follow established best practice guidelines, and maintain positive interaction with all personnel.
What You'll Do :
- Operate within the Business Center to support users with projects while applying firm core software applications (Microsoft Office Suite, iManage, Payne Forms & Numbering Assistant) and specialized applications (Visio, Photoshop, Adobe Acrobat, Best Authority, Equation Editor, Smartsheet, Contract Companion, DocXTools).
- Operate standard office equipment including computers, scanners, transcription machines, printers, and telephones.
- Responsible for creating, editing, typing, and formatting a range of firm-wide documents (for practice groups and administrative teams), presentations, spreadsheets, schematics, charts, etc.
- Knowledge of the format, organization, and composition of business letters, reports, corporate documents (minutes, agreements, forms, etc.), litigation documents (pleadings, discovery, summaries, etc.).
- Convert documents from various formats to Word, Excel, PowerPoint, Visio and format according to client's specifications and / or the Business Center's best practices.
- Preparation and format Table of Contents and Table of Authorities (Best Authority).
- Execute defined terms checks and automate cross-referencing in large documents or briefs (Contract Companion).
- Use Business Center's internal workflow tool to self-assign and manage projects from acceptance to timely completion.
- Assist Business Centers Lead or Manager(s) in coordinating work by helping to determine priorities and explaining client work needs to ensure all deadlines and requests are met.
- Assist Business Center Manager in identifying training opportunities for team; create training materials and present topic; assist as subject matter expert to colleagues whenever needed.
- Attend Firm training classes to develop proficiency in all firm applications (existing or new).
- Provide back-up support to the Training Department & Business Center Hotlines by troubleshooting callers' needs for document or technical inquiries.
- Assist with new hire onboarding, mentoring, or training.
What You'll Bring :
The qualified candidate will have 3-5 years of experience preferably in a law firm or professional services environment.
