Document Services Associate
3 weeks ago
About the Role
We are seeking a skilled Presentation Specialist to join our team at Williams Lea Limited, supporting one of our prestigious UK-based Financial Advisory and Banking clients.
Key Responsibilities
- Create and amend presentations and other documents as per client requests, ensuring alignment with client templates and corporate branding guidelines.
- Take ownership of the quality and accuracy of your work, ensuring all materials meet high standards before submission.
- Accurately estimate production times and communicate effectively with Workflow Coordinators to ensure all deadlines are met.
- Liaise professionally with the clients, offering consultative support and handling queries efficiently.
- Build strong working relationships with colleagues and clients, contributing to a supportive and cohesive team environment.
- Maintain accurate records of requests and document updates, ensuring traceability and transparency in all work.
- Act with integrity and professionalism at all times, ensuring a smooth handover to incoming staff and adherence to departmental policies and procedures.
- Take a proactive approach to attendance, time management, and the continuous improvement of services.
Key Skills & Competencies
- Advanced proficiency in MS 365 PowerPoint and Excel is essential.
- Proficient on Windows.
- Previous experience in a corporate environment, particularly in the financial sector, is desirable.
- Ability to manage tight deadlines while maintaining high-quality output.
- Ability to work independently and take initiative in problem-solving.
- A strong commitment to delivering exceptional service and exceeding client expectations.
- Excellent verbal and written communication skills, with the ability to convey information clearly and effectively.
- Flexible and open to feedback, with a willingness to learn and adapt to new challenges.
- Capable of quickly acquiring new skills and applying them to meet service needs.
Additional Information
- Ongoing training will be provided to enhance your proficiency in additional tools such as Adobe Photoshop, Illustrator, and InDesign.
- This role requires a collaborative approach, working closely with a team to meet client needs in a fast-paced and dynamic environment.
- Adherence to Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) will be critical to your success in this role.
Benefits
- 25 days holiday, plus bank holidays (pro-rata for part time or fixed term roles)
- Salary sacrifice schemes, retail vouchers – including our TechScheme which can be used on a range of gadgets such as Smart TV's, laptops and computers or household appliances.
- Life Assurance
- Private Medical Insurance
- Dental Insurance
- Health Assessments
- Cycle-to-work scheme
- Discounted gym memberships
- Referral Scheme
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