Document Specialist - San Juan

EY; San Juan (PR); On-site; USD 38,000 - 62,000; Full time

Job summary

EY is hiring a document specialist to ensure accuracy, formatting, and compliant archiving across projects. You will support training, maintain tracking data, and liaise with internal teams to resolve pending items promptly.

Ideal candidates have an associate degree or equivalent, 4–5 years of related experience, and Microsoft Office certification. The role emphasizes strong interpersonal skills and the ability to prioritize workload in a collaborative environment.

Qualifications

• Associate's degree or equivalent work experience.
• Approximately 4-5 years of related experience.
• Microsoft Office certification preferred.

Responsibilities

• Incorporates revisions, checks punctuation, spelling and formatting, may check mathematical accuracy.
• Remains current with basic software and equipment including Microsoft Office applications (PPT, Word and Excel).
• Adheres to Creative Services Group (CSG) standard electronic file management and archiving requirements.
• Assists with training new document specialists on policies, procedures, and functions; comprehends, applies firm-standard formatting.
• Maintain updated information in all necessary tracking systems to ensure that accurate statuses are communicated to internal parties and that all pending items are resolved in a timely manner.
• Must possess sound interpersonal and information gathering skills, being able to relate well to others at all levels throughout the organization and have the ability to work in a team environment, effectively interacting with others.
• Evaluate conflicting requirements of multiple customers and effectively prioritizes workload

Skills

4-5 years of related experience

Education

Associate's degree or equivalent

Tools

Microsoft Office certification

Job description

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Your Key Responsibilities

• Incorporates revisions, checks punctuation, spelling and formatting, may check mathematical accuracy.
• Remains current with basic software and equipment including Microsoft Office applications (PPT, Word and Excel).
• Adheres to Creative Services Group (CSG) standard electronic file management and archiving requirements.
• Assists with training new document specialists on policies, procedures, and functions; comprehends, applies firm-standard formatting.
• Maintain updated information in all necessary tracking systems to ensure that accurate statuses are communicated to internal parties and that all pending items are resolved in a timely manner.
• Must possess sound interpersonal and information gathering skills, being able to relate well to others at all levels throughout the organization and have the ability to work in a team environment, effectively interacting with others.
• Evaluate conflicting requirements of multiple customers and effectively prioritizes workload

Skills And Attributes For Success

To qualify for the role, you must have

• Associate's degree, or equivalent work experience
• Approximately 4-5 years of related experience

Ideally, you will have

• Microsoft Office certification
• Background in Accounting/Finance industry

Note: This Job Classification Document is intended as a guide to reflect the principal functions of the job. However, it is not an all-inclusive listing of the required job functions and functions may vary depending on the particular geographic location of the job

What We Offer You

At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
  • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $45,300 to $62,300
  • Bay Area California offices – $47,200 to $77,800
  • All other offices locations in the US, including Sacramento – $37,700 to $62,300
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].