(* denotes an “essential function”)
■ *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, but not limited to creating pitch books and materials, creating, editing, and error correcting multiple document types to support the client’s brand; intake and workflow coordination functions, as needed
■ *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
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What We Do
Williams Lea is the global provider of tech-enabled skilled business-critical support services to financial, legal and professional services firms, connecting people, processes and technology to streamline key business and administrative functions and helping companies adapt to a more virtual and digital workplace.
Built on a strong heritage, great client relationships and a talented team, Williams Lea is the trusted global outsourcing provider to clients in highly regulated environments.
Williams Lea serves clients in 20 countries across four continents and has 7,000 employees worldwide. Williams Lea is backed by Advent International, one of the largest and most experienced global private equity investors.
