Multidisciplinary Financial Document Specialist

6 days ago


Montreal, Quebec, Canada Mazars Full time

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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