Document Processing Specialist
Vision Insurance
Job Summary
The Document Processing Specialist is responsible for preparing, formatting, and editing a wide range of banking documents. This role requires advanced technical proficiency, a high degree of accuracy, and the ability to work efficiently in a fast-paced, deadline-driven environment. The successful candidate will demonstrate strong judgement, excellent organizational skills, and the ability to work both independently and collaboratively.
Duties and Responsibilities
Document Formatting: Use advanced features of Microsoft Office Word and Excel to format, edit, and finalize documents, ensuring compliance with company and client specifications.
Complex Formatting: Create complex document structures, including tables, footnotes, endnotes, headers and footers, page numbering, styles, bookmarks, cross-references, and table of contents.
Document Conversion: Convert various document formats (e.g., PDF, Word, Excel, HTML) to and from Microsoft Word while preserving formatting, content structure, and document integrity.
Document Automation: Leverage Microsoft Words built-in tools for macros and automatic numbering systems to streamline document creation and modification.
Client-Specific Formatting: Apply specific formatting requests based on client needs, including layout adjustments, document styling, and customized formatting.
Microsoft Excel Integration: Experience working with Microsoft Excel to import, format, and structure data into Word documents, especially for reports and tables.
PDF Handling: Expertise in converting and editing PDF documents, maintaining original formatting and structure when transitioning between Word and PDF formats.
Qualifications Experience
Strong expertise in document formatting, complex structures, and multi-level styling while ensuring consistency in the correct placement of translated content.
Education
A degree in a related field is preferred.
Skills and Competencies
Advanced proficiency in Microsoft Office applications and Adobe Acrobat, including: Microsoft Word: excellent knowledge of typographical conventions, layout concepts and techniques and the use of style sheets and macros, formatting documents while maintaining the original layout, structure, and design when transitioning between Excel and Word formats, from handling and preparation of client-ready files.
Microsoft Excel: creation and editing of formulas, worksheet formatting, chart and graph creation, sorting and data manipulation.
Attention to Detail: Accuracy in document layout, structure, font usage, and overall presentation.
Highly organized and self-motivated, with the ability to manage multiple tasks with minimal supervision.
Strong verbal and written communication skills.
Language Requirements Bilingualism in French and English is required.
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