CDP Report Processor

Job Summary:

This position requires advanced proofreading and editing skills to produce a variety of basic and some advanced memos, letters, or other correspondence including audit financial reports from a variety of input sources. This position is responsible proofing and footing, editing, formatting and an in-depth understanding of firm quality standards. This individual must maintain up-to-date and complete knowledge of all aspects of the firm's report processing capabilities and software applications and apply objectivity and integrity in the normal course of work.

Responsibilities:

• Produces correspondence and documents of a basic and sometimes complex nature using report processing equipment and multiple software packages (i.e., MS Word, PowerPoint and Excel). May produce final product of document including printing, copying, collating, folding, and binding.
• Inputs, formats, and revises documents and is responsible for meeting client expectations for timeliness, responsiveness, accuracy, and service quality.
• Using advanced proofreading and editing skills including footing and checking work for completeness, accuracy and formatting. Verifies that the project follows the style and branding guide and the format is correct.
• Other duties as assigned

Qualifications:

• Intermediate Microsoft Office skills
• Formatting and typing financial statements
• Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc.
• Ability to communicate both verbally and written with diverse audiences
• Strong grammar and proofing knowledge and experience
• Demonstrates a working knowledge of the technology tools required within assigned responsibilities
• Effective organization and time management skills
• Ability to manage multiple tasks
• Strong attention to detail
• 1 to 3 years of experience in related field or area
• Advanced Microsoft Office skills