Primary Responsibility
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Follow clients’ instructions exactly and accurately process clients’ projects, working within strict time constraints and deadlines.
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Communicate and interact with clients in a professional, positive, and courteous manner.
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Process PowerPoint presentations, financial statements, legal documents, proposals, questionnaires, letters, schedules, labels, and tab masters. May also process spreadsheets.
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Check work for errors.
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Meet deadlines.
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Scheduling documents according to procedure and acting as project coordinator to certain jobs when necessary.
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Understand and accurately utilize data collection process.
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Maintain an overtime or time tracking log.
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Exhibit a professional decorum at all times.
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Contribute to the team through cooperation and participation.
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Communicate effectively with other associates.
Experience & Characteristics Required:
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Extensive knowledge of Power Point.
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Strong customer service skills and professionalism.
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Basic knowledge of the PC platform (Excel, Word).
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Ability to learn and conform to any new work procedures.
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Time management skills
What We Do
Williams Lea is the global provider of tech-enabled skilled business-critical support services to financial, legal and professional services firms, connecting people, processes and technology to streamline key business and administrative functions and helping companies adapt to a more virtual and digital workplace.
Built on a strong heritage, great client relationships and a talented team, Williams Lea is the trusted global outsourcing provider to clients in highly regulated environments.
Williams Lea serves clients in 20 countries across four continents and has 7,000 employees worldwide. Williams Lea is backed by Advent International, one of the largest and most experienced global private equity investors.
