Multidisciplinary Financial Document Specialist
6 days ago
At Forvis Mazars, we're seeking a highly skilled Financial Operations and Compliance Technician to join our team. As a key member of our dynamic team, you'll play a vital role in our mission to deliver top-tier audit and advisory services.
Your primary responsibilities will include:
- Performing linguistic review and formatting of financial statements and letters, including financial calculations, correspondence production, and various documents.
- Producing final PDF documents and uploading them to our online platforms.
- Printing and assembling financial statements, letters, tax returns, and preparing bindings for grouped documents.
- Preparing fee notes at the request of partners, executive directors, and other mandate leaders.
- Creating client and mandate profiles in our CRM.
To succeed in this role, you'll need:
- A DEC or DEP in secretarial studies or office administration.
- A minimum of 3 years of experience in a similar position.
- Excellence in spoken and written English and French, especially in linguistic revision.
- Knowledge of French and English typographic rules.
- Proficiency with the Office 365 suite (Word, Excel, Outlook, and PowerPoint).
- Knowledge of PDF-XChange.
- Familiarity with Caseware and Caseview (an asset).
In addition to your technical skills, you'll bring:
- Excellent management of priorities and deadlines.
- Attention to detail and thoroughness.
- Autonomy, initiative, and teamwork skills.
- Availability and flexibility.
- Respectfulness and courtesy.
- Initiative and organizational skills.
- Adaptability.
At Forvis Mazars, we offer a dynamic and supportive work environment, competitive salary, and a range of benefits, including vacation weeks, casual dress code, personal days bank, and group insurance.
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