Job Description :
Position – Presentation Specialist
Brief Description: The Presentations Specialist role is an entry level position responsible for the creation and formatting of documents such as pitchbooks, proposals, financial statements and other types of presentations following JP Morgan standards, primarily using the Microsoft Office suite of applications (PowerPoint, Word and Excel).
This job description outlines the key goals of this role. In an ever-changing commercial environment, this role and its responsibilities will evolve in line with the needs and demands of the business. Roles & Responsibilities
Position – Presentation Specialist
Brief Description: The Presentations Specialist role is an entry level position responsible for the creation and formatting of documents such as pitchbooks, proposals, financial statements and other types of presentations following JP Morgan standards, primarily using the Microsoft Office suite of applications (PowerPoint, Word and Excel).
This job description outlines the key goals of this role. In an ever-changing commercial environment, this role and its responsibilities will evolve in line with the needs and demands of the business. Roles & Responsibilities
- Accurately complete all assigned jobs within the allocated timeframe and in line with specified formatting and layout standards
- Perform and become expert in the Microsoft Office suite, along with special functions such as scanning and Adobe Acrobat. Take all training assigned in a timely way
- Take ownership of any discrepancies or areas of ambiguity in client data and seek appropriate guidance as directed (phone the banker, Front Desk, etc)
- Using this knowledge, develop understanding of common banker requirements in order to continuously improve service and quality
- Keep GC1/GC1 or Team Leader updated on progress, advising immediately of any delays or issues
- Receive feedback on audited work and apply this to continuous improvements in quality and productivity of output, developing capability for innovation and service excellence
- Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence
- Understand quality and timeliness performance metrics, within the context of continuous improvement of quality and service
- Develop understanding of global GCFO organization and PPS teams and colleagues
- Follow established job tracking and completion process utilizing GCFO’s Workflow Exchange (WX) tool
- Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of performance and seek to excel in these areas wherever possible
- Maintain performance within established team procedures and policies, including adherence to the attendance and lateness policy, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures
Organization Structure
Reports to the Team Lead or Operations Manager and graded by Quality Assurance. Education: Graduate in any discipline
Technical Qualification: MS Office (PowerPoint, Excel & Word) proficiency and Certification in typing preferred
Experience: 1 to 3 year experience as Document Specialist, Presentations Specialist, Documentations, Pitch Book creations, Desk Top Publication, PowerPoint Presentations, Word processing, Knowledge and Skills Sets
- Good oral and written communication skills
- Advanced knowledge of MS Office Suite – Word, PowerPoint, Excel working knowledge of Corel Draw, Adobe Acrobat and QuarkXpress will be an additional asset
- Excellent presentation and layout skills
- Adaptability / Flexibility
- Ownership and Initiative
- Ability to multi-task
- Accuracy, attention to detail and ability to proof own work
Shifts: Open to work flexible schedule during day, night and weekend shifts
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