The Document Coordinator I, Document Services will handle job requests such as intermediate to complex word processing, voice file transcription, and other requests. They may also be assigned to special/strategic projects, including pilot programs for new services.
Regularly, the role holder is expected to uphold the department’s quality and efficiency standards by consistently producing one-pass work with zero to minimal quality checks. Can be assigned to conduct peer reviews to ensure consistent output quality among Document Coordinators.
Responsibilities:
Operations
Accomplish intermediate to complex assignments, following established quality standards, in an accurate and efficient manner
Expected to consistently produce one-pass work regardless of complexity and challenges according to established quality and efficiency standards.
Assigned to peer review (pre-audits) the output of any DS coordinator based on their tenure and output complexity.
Effective account management skills
Conduct accurate assessment of job requests, including turnaround time
Communicate with clients by phone and/or email accurately and timely
Proactively offer solutions whenever potential problems are foreseen
Confirm all discussions and agreements with clients in writing.
Report to the Supervisor all issues that may interfere with service delivery
Forward client feedback to the Supervisor
Well-versed in all Department Service Lines
Consistently achieve individual targets, priorities, and developmental objectives aligned with the department's and Firm's direction
Implement all company policies, rules, and regulations
Maintain confidentiality of Firm and client information
Ensure that all other tasks assigned by Management are properly attended to
Perform other tasks assigned by the Supervisors or Manager
Project Management
Help execute all project requirements according to service delivery standards
Develop and apply subject matter expertise
Exhibit good client care skills and leadership potential at every opportunity
Coordinate with Project Managers on updates and issue resolution strategies
Brand Support
Advise, encourage, and facilitate client adoption of firm brand standards and templates
Create visually engaging documents and presentation materials using MS Word and PowerPoint templates
Ensure accurate and timely output delivery by adhering to established quality and Firm brand standards
Alert clients to potential problems/issues ahead of time and offer possible solutions or alternative approaches
Client Care
Build good working relationships with clients and handle their concerns promptly and professionally, in keeping with client service principles
In case of an escalation or complaint, send acknowledgment emails, collate facts, prepare an incident report within the agreed timelines, and provide a recommendation to prevent the problem from recurring
Confirm all discussions and agreements with clients in writing
Skills and Experience:
Relevant experience in a similar field and involvement in a similar function
Bachelor’s degree with good academic standing
Keen analytical skills and ability to determine client needs
Excellent English written and verbal communications skills
Ability to make sound and accurate decisions and judgment calls
Effective leadership and communication skills
Highly organized and able to prioritize tasks
Advanced skills in MS Word, Excel, and PowerPoint
Flexible and willing to work any shift, including graveyard
Aptitude for learning new technologies and processes
Highly organized and detail-oriented
Strong commitment to outstanding client service
Exceptional work ethic, personal and professional integrity
Ability to establish and maintain effective working relationships; a team player
Ability to collaborate and communicate effectively with people from different cultures and various levels of the organization