Report Processing Specialist I

FORVIS, LLP • Birmingham, AL

82d

About The Position

Firm Support Services at Forvis Mazars keep the firm running smoothly by delivering essential administrative support. Their work ensures operational efficiency, allowing teams to focus on their core goals. By maintaining a professional, well-organized environment, they play a key role in advancing the firm's mission and success. The Report Processing Specialist I role is responsible for assisting all employees and partners by creating highly detailed documents, proofreading, serving as a gatekeeper during the document approval process and managing workflow with guidance.

Requirements

• High school diploma or equivalent
• Proficient in Microsoft Office Suite

Nice To Haves

• Associate's Degree
• 1+ year of related administrative experience

Responsibilities

• Type, format, and finalize documents
• Consistently apply the firm's Stylebook and Brand Standards Guide to all reports and deliverables
• Create and modify Word documents using fillable form fields
• Create and modify PDF documents using fillable form fields
• Keep electronic files of past work in relation to proofreading and editing
• Review reports and deliverables to ensure compliance with the firm's reporting standards
• Proofread documents for accuracy, grammatical correctness and adherence to the firm's Stylebook guidelines
• Perform math checking
• Compare documents to industry or service line specific guidance
• Communicate with the document submitter to clarify information or request corrections if errors are found
• Implement and follow the firm's quality control policies
• Verify proper approval documentation for all final products
• Finalize documents in electronic format and organize those documents
• Print documentation and bind for client delivery
• Ship/email documentation to appropriate stakeholders
• Complete special projects as assigned
• Help keep break rooms presentable
• Provide relief for receptionist, as needed
• Assist with mailroom and shipping duties, as needed
• Occasionally available for work outside of typical hours
• Assist with printing projects and finalization of hard-copy deliverables
• Facilitate the creation of reporting templates and standards for the firm

What This Job Offers

• Job Type: Full-time
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED