About the position
The Presentation Associate position is responsible for providing presentation services for our clients (financial services/banking). This role involves utilizing appropriate logs and/or tracking software for all presentation work, thoroughly assessing job requests, and ensuring appropriate completion of job tasks throughout the task lifecycle. The associate will perform work in presentation design, including creating pitch books and materials, editing, and error correcting multiple document types to support the client’s brand. The position requires intake and workflow coordination functions, as needed, and frequent use of PowerPoint. The associate must demonstrate proficiency in using necessary equipment, technology, software, and hardware to perform job functions, communicate effectively with team members and clients, and meet contracted deadlines for service delivery. Additionally, the role includes troubleshooting basic software or hardware problems, fostering a proactive environment of continuous service enhancement, performing quality assurance on work, and adhering to company and client policies.
Responsibilities
- Utilize appropriate logs and/or tracking software for all presentation work
- Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
- Perform work in presentation design, including creating pitch books and materials, editing, and error correcting multiple document types
- Use established procedures, standards and formats to edit, proof, create, or otherwise complete presentation requests to client satisfaction
- Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
- Communicate with team members, lead, supervisor or client on job or deadline concerns
- Meet contracted deadlines for service delivery to our clients
- Troubleshoot basic software or hardware problems
- Help to foster a proactive environment of continuous service enhancement and relationship building with the client
- Perform Quality Assurance on own work and/or work of others, as requested
- Adhere to Williams Lea Tag policies, in addition to client policies
- Use equipment and supplies in a cost efficient manner
Requirements
- High school diploma or equivalent
- Minimum (1) year presentations experience preferably in a legal, banking or large corporate environment
- Skilled in the use of MS Office software (Excel, PowerPoint, Visio)
- Strong keyboarding and typing skills
- Familiar with other software programs for editing and/or creating documents, specifically Adobe PDF & Creative Suite (Illustrator, Photoshop)
- Strong attention to detail; able to work on multiple projects simultaneously
- Good organizational skills
- Ability to meet deadlines and complete all projects in a timely manner
- Ability to handle sensitive and/or confidential documents and information
- Good problem solving skills, with the ability to escalate problems to a supervisory level
- Ability to maintain professional composure when working with immediate deadlines
- Ability to work both independently and collaboratively as part of a team
- Ability to communicate professionally both verbally and in writing
- Self-motivated with a positive attitude
- Proven customer service skills
Benefits
- Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug)
- 401k Retirement Savings Plan Including Employer Match
- Paid Time Off (PTO)
- Life Insurance
- Paid Parental Leave
- Short-term & Long-term Disability
- Healthcare & Dependent Care Flexible Spending Accounts
- Domestic Partner Coverage
- Commuter Benefits
- Legal Assistance
- Employee Assistance Program (EAP)
- Access to on-site Gym and Café
- Company Provided Parking
- Additional Employee Perks and Discounts
