Document Quality Specialist

Job Summary:

The Document Quality Specialist is responsible for preparing, revising, proofreading and quality reviewing documents to ensure an error-free product consistent with firm standards. This role ensures the accuracy, quality, and compliance of deliverables, collaborates with internal clients and team members, and supports continuous improvement initiatives to enhance service, efficiency, and quality across the team.

Job Duties:

Document Creation & Management

• Prepares, revises, and formats documents based on supplied information and instructions
• Creates, manages, and maintains digital documents and status records using firm-approved software and tools
• Prints and assembles digital documentation in accordance with BDO standards.

Quality Assurance & Compliance

• Reviews and proofs work prepared by Document Processing Specialists to ensure compliance with firm standards, certifying the quality of deliverables prior to release
• Compares financial statements and performs calculations to verify data accuracy and adherence to firm policies
• Identifies and addresses potential quality issues that may pose financial risks to BDO and its clients
• Independently edits, self-reviews, and generates draft and final PDFs in accordance with firm standards
• Complies with all firm policies, standards, and client procedures

Client & Team Collaboration

• Interacts with internal clients to obtain necessary information, documents, and data to complete assigned tasks
• Assists in training team members on relevant software, resources, and processes
• Supports the development and maintenance of team shared workspaces, including training materials, process documentation, key contacts, links, and common responses
• Self assigns tickets and supports other centralized services teams as needed
• Identifies and supports continuous performance improvement initiatives (service, quality & efficiency)
• Makes in-person visits to local home office to foster relationships with administrative peers and professional stakeholders
• Gathers insights into end-user experiences, identifies friction points, and explores opportunities to enhance centralized services
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• High school diploma, GED, or equivalent, required

Experience:

• Two (2) or more years of experience as a proofreader, required
• Experience in a professional service firm, preferred

License/Certifications:

• N/A

Software:

• Proficiency with Microsoft Office Suite, required
• Experience with ticketing system software or scheduling software program, preferred 

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Knowledge of business terminology and strong business acumen
• Capable of typing at least 50 WPM
• Solid verbal and written communication skills including proficiency in editing and utilization of current grammar and written style practices
• Strong organizational skills 
• Able to meet project deadlines with a focus on details
• Capable of adapting communication style to successfully convey messaging and objectives to diverse audiences in a professional manner

 

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $28.85/hr - $31.25/hr
Maryland Range: $28.85/hr - $31.25/hr
NYC/Long Island/Westchester Range: $28.85/hr - $31.25/hr

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued fo