Documents Management Specialist

Role overview

The Document Processing Specialist is responsible for preparing documents and carrying out a self-review to make sure the final output is accurate, polished, and aligned with firm standards. The role is mainly centered around working in ServiceNow.

What you'll do

• Create and refresh financial statements, correspondence, proposals, memos, manuals, and other business documents using the information provided.
• Check, proofread, and refine documents to confirm they are complete and correct.
• Make sure every document follows BDO’s templates, formatting rules, and style guidelines.
• Build, organize, and maintain digital files and document status updates using the tools and systems provided.
• Work with different teams to collect the inputs needed for document creation or updates.
• Revise documents to keep them accurate, consistent, and aligned with BDO or client formatting requirements based on written and verbal directions.
• Meet internal timelines and support timely service delivery by ensuring data is gathered and processed without delays.
• Work proactively with internal clients and team members to gather all required documents, information, and data to finish assigned work on time.
• Support training for teammates on relevant software, processes, and resources.
• Help build and maintain shared team workspaces containing training material, process documents, key contacts, links, and standard responses.
• Use the My Support Center dashboard and features effectively.
• Take part in improvement efforts that raise service quality, efficiency, and overall process effectiveness.
• Follow all firm rules, standards, and client-specific procedures.
• Be available for flex shift work from 9:00 PM IST to 6:00 AM IST during peak periods for up to 4 months in a year, depending on business needs.
• Handle any other related tasks or responsibilities as assigned.

Requirements

• Any graduate is eligible to apply.
• B.Com, B.A., or MBA education is preferred.
• At least 1 year of relevant experience is preferred.
• Experience in a professional services environment is preferred.
• Intermediate knowledge of Microsoft Word, Excel, PowerPoint, and Adobe Acrobat Pro is preferred.
• Prior experience with ServiceNow or a scheduling software tool is preferred.
• Strong command of English is required.
• Excellent verbal and written communication skills, including editing and modern grammar and writing style usage.
• Ability to manage multiple tasks independently, in a group setting, and alongside other professionals.
• Good planning and strong organizational abilities.
• High attention to accuracy and comfort working in a fast-paced, high-volume environment.
• Ability to protect confidential information while working with people at all levels of the organization.
• Capacity to adjust communication style for different audiences in a professional manner.
• Ability to meet deadlines while staying detail-oriented.
• Comfort working effectively in a team-based environment.

Additional information

Location: Ahmedabad, India.

Company: BDO Rise.

Business context: BDO RISE refers to round-the-clock international services designed to support excellence for BDO USA. The team helps deliver final work products to BDO USA clients across Assurance, Tax, Advisory, and BDO Digital practices.

Work schedule note: Flex-shift coverage may be required for 4 months in a year during peak business periods, with working hours from 9:00 PM IST to 6:00 AM IST.

License/Certification: Not applicable.

Openings: Not specified.

Stipend/salary: Not specified.