Document Processing Specialist
PYA P C
Job Description
Job Description
PYA is seeking a Document Processing Specialist join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation.
RESPONSIBILITIES
- Provide advanced-level production support to the PYA Revenue & Compliance Advisory Program within PYA’s Consulting Department, including:
- Advanced-level skills in the Microsoft Office suite with a focus on utilizing Word, Excel, and PowerPoint to create, revise, and/or finalize documents as requested by multiple team members
- Documents include large and complex reports and spreadsheets, and detailed review of composition and grammar are required.
- Manipulate large volumes of data in Excel by utilizing high functioning formulas
- Proficiency with copy-editing and formatting, specifically related to ensuring dedication to the Firm brand and style guide
- Assist with quality assurance tracking and follow-up to ensure deadlines and metrics are met
- Support staff, managers, and executives as needed to meet internal and external client needs
- Serve as client contact (i.e., communication to clients regarding ShareFile access)
- Assist with ad hoc projects and related assignments
REQUIREMENTS
- 3+ years of administrative, paralegal, or paraprofessional experience with a firm or corporation preferred
- Advanced level proficiency in Microsoft Office Suite required, with an emphasis in Word and Excel
- Salesforce experience preferred
- Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks
- Excellent verbal and written communication skills at all levels of the firm — both internally and externally
- Excels at working independently and within a professional team environment
ABOUT PYA
PYA, a leading independent professional services firm, serves clients across the United States with expertise in consulting, accounting, audit, tax, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. PYA is also a member of HLB, the global accounting and advisory network, with affiliate firms in over 150 countries. Learn more about The PYA Way.
WHY JOIN PYA
- Be part of a dynamic and collaborative team that values innovation and excellence
- Work with industry leaders who are committed to professional growth and client success
- Competitive compensation, comprehensive benefits, and opportunities for career advancement
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Document Processing Specialist in Charlotte, NC vacancy
- ...Title This position is responsible for developing and implementing the necessary infrastructure to efficiently process and secure project-related documentation (i.e., vendor documents, construction documents, quality records, and vital business records) and in...Suggested
$85k - $125k
...and to submit your application to join our team!The Senior Document Automation Specialist drives efficiency across the firm's legal operations by... ...Assess current document workflows, identify gaps, and drive process improvements that enhance efficiency and maintain...SuggestedFull timeContract workWork at officeRemote work- ...Client Documentation Specialist (Associate) Do you thrive in a fast-paced environment and take pride in delivering an exceptional client experience... ...Responsibilities Own the end-to-end documentation process to support commercial bank account opening Research,...Suggested
Chase
Charlotte, NC3 days ago - ...Hmong Chinese Language Document Reviewer Employment Type: Full Time, Mid-Level Department: Legal As a CGS Hmong Chinese Document... ...pending at the Federal Court. Examines, prepares, and processes a wide variety of technical legal documents that are characteristically...SuggestedFull timeWork at officeFlexible hours
- ...Valid8 Financial, Inc. is hiring a General Clerk III to provide administrative and applicant-processing support at various military sites. This role includes maintaining records, performing quality control checks, and interacting with military personnel. Applicants must...SuggestedFull timeWork at office
VALID8 Financial
Charlotte, NC5 days ago - Deluxe Corporation, a recognized employer with a strong focus on employee wellbeing, invites applications for a Processing Specialist IV. The role centers on daily deposit/transmission reconciliation, balancing, and resolving non-conforming images, with backup duties for...Afternoon shift
- ...following job description:This role executes data governance risk, process, and control activities for the Data & Governance group of... ...Business Banking (CSBB). It supports the identification, documentation, and maintenance of business processes, risks, and Controls and...Full timePart timeShift workDay shift
- ...curriculum programs from initial record creation through credential completion. The Registrar oversees post-admission registration processes, enrollment-status and attendance-record administration, transcripts and transfer-credit processing, graduation and credential...Full timeWork at officeFlexible hoursAfternoon shift
Martin Community College
Charlotte, NC3 days ago - ...Administrator, you will be responsible for managing the daily operations of a healthcare facility, ensuring efficient administrative processes while providing excellent service to patients and staff. Your role will be essential in maintaining the smooth functioning of the...Work at office
Destinationone Consulting
Charlotte, NC1 day ago - ...the supervisor. The Registrar supports school administrators by processing requests for both new enrollments and withdrawals,... ...an organized manner; Coordinates with registrars for missing documents; Ensures that all students have current information and files...Full timeWork experience placementWork at officeLocal areaHome office3 days per week
Stride
Charlotte, NC3 days ago - ...Job Description Job Description PYA is seeking a Compliance Document Specialist join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. RESPONSIBILITIES Provide advanced-level production support to the PYA...Work at office
PYA P C
Charlotte, NC6 days ago - ...experience with Relativity and requires strong collaboration, communication, and documentation skills. This position supports government innovation through effective archiving processes and comes with a comprehensive benefits package. #J-18808-Ljbffr CGS Federal (Contact...
- ...Underwriting Assistant who provides administrative and operational support to the underwriting team by processing policy transactions, maintaining underwriting documentation, and coordinating servicing activities. This role works closely with underwriters, carrier partners...Work at officeImmediate startFlexible hours
- ...participate in annual unit goals and objectives. Provide necessary documentation, training, and leadership to staff and faculty including, but... ...graduation issues and reporting. Assist with identifying and processing completers who have not filed an Intent to Graduate and...Permanent employmentWork experience placementWork at officeWeekend workAfternoon shift
GovernmentJobs.com
Belmont, NC4 days ago - ...claims and follow up on outstanding claims, verification of benefits and explanation of coveragePost insurance and patient payments and process accounts receivablesReview treatment plan fees and payment options with patientsPartner with the providers and team to implement...Work at officeLocal area
Bartram Family Dental Care
Charlotte, NC4 days ago - Deluxe Corporation is seeking a Processing Specialist IV to perform deposit/transmission reconciliation, balancing, and the research/resolution of non-conforming images. You will support the Lead in their absence, applying expert knowledge in Data Entry or Operator functions...Shift workWeekend work
$62.32k - $84.31k
...Herzing University: log into UKGand navigate to Menu Myself My Company View Opportunities to apply using the internal application process. To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be...Work experience placementWork at officeRemote workMonday to FridayHerzing University
Charlotte, NC3 days ago- ...Location: Various CONUS Military Entrance Processing Station (MEPS) sites Position Type: Full-Time Work Schedule: Generally Monday-Friday... ...tracks enlistment and medical-processing records, performs document quality control, maintains applicant files and suspense actions...Civilian ContractorFull timeFor contractorsWork at officeLocal areaMonday to Friday
VALID8 Financial
Charlotte, NC2 days ago $19.77 per hour
...-NC-2026-25783): Bowhead seeks a General Clerk III to provide Document Management Support Services to the Office of Principal Legal Advisor... .../PC knowledge required including; spreadsheet software, word processing software and knowledge of MS Office Suite. + Must be able to...Hourly payFull timeContract workTemporary workPart timeFor contractorsWork experience placementLocal areaUIC Government Services and the Bowhead Family of Companies
Charlotte, NC1 day ago- ...for these positions, All candidates MUST be punctual for all scheduled interviews. Arriving on time helps ensure a smooth interview process and reflects professional readiness for the role. MUST dress in professional business casual attire. MUST have a reliable source of...Casual workLocal area
TeleSolv Consulting
Charlotte, NC4 days ago $19.77 per hour
...25783): Bowhead seeks a General Clerk III to provide Document Management Support Services to the Office of Principal Legal Advisor... .../PC knowledge required including; spreadsheet software, word processing software and knowledge of MS Office Suite. Must be able to...Hourly payFull timeContract workWork experience placementLocal areaBowhead
Charlotte, NC4 days ago- ...Prepare and distribute correspondence. Support data entry and document formatting. Assist with scheduling, meeting coordination,... ...insight into how organizations perform, including business processes, data, systems, and people Communication ability to effectively...Contract workTemporary workFor contractorsPlacement yearWork at officeFlexible hours
- ...Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability... ...manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global...Full timeContract workTemporary workWork at office
- ...administrative, financial, employee, customer, and operational processes and is designed for someone who enjoys owning multiple... ...Coordinate employee and consultant onboarding and related documentation. Support PTO, employee benefits, and general HR administration...Full timeWork at office
Axiom Path
Charlotte, NC7 days ago $18 - $24 per hour
...Administrative Support Perform data entry, filing, scanning, and document management. Prepare job packets and assist with office... ...Basic understanding of water damage mitigation or restoration processes. Benefits Paid Time Off (PTO) Employee Discount...Hourly payFull timeWork at officeMonday to FridayWeekday workClasset
Charlotte, NC13 days ago- ...procedures, special analysis, project summaries and/or compliance functions. May perform general accounting activities and certain HR processes. Coordinate administrative support functions. Partners with others to ensure administrative processes meet internal and...Work at office
- ...scheduled interviews. Arriving on time helps ensure a smooth interview process and reflects professional readiness for the role. MUST... ...identity of applicant and confirm that applicant has required documents to complete transactions. Contractor staff will determine...For contractorsCasual workWork at officeLocal area
Telesolv Consulting
Charlotte, NC15 days ago $19 per hour
...general office and clerical duties, including filing, data entry, document preparation, and record maintenance. Prepare and organize... ...Please submit your resume for consideration. Qualified candidates will be contacted regarding the next steps in the hiring process....Part timeWork at officeFlexible hoursmarlowhire
Charlotte, NC19 days ago- ...actions when appropriate. Coordinate the performance management process. Review budgets, purchasing, and invoice processing. Ensure... ...Microsoft Office Suite. Knowledge of Aderant Expert (CMS) and iManage (document management software) is a plus Minimum of 5 years previous...Casual workSummer holidayWork at officeLocal area
- ...marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human...Local areaWork visa
Hedrick Gardner
Charlotte, NC3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Document Processing Specialist. Be the first to apply!
Related searches
- accounting file clerk Charlotte, NC
- commercial loan documentation specialist Charlotte, NC
- document manager Charlotte, NC
- document technician Charlotte, NC
- document processing Charlotte, NC
- document analyst Charlotte, NC
- document scanning Charlotte, NC
- document Charlotte, NC
- records assistant
- court documents clerk