EY Document Specialist in Montréal, Canada

Document Specialist

Core Business Services

Requisition # MON001TT

Post Date 6 days ago

Ernst & Young’s people in more than 140 countries are committed to operating with integrity, quality and professionalism in the provision of audit, tax and transaction advisory services. We strive to help all of our people achieve their professional and personal goals through an inclusive environment that values everyone’s contributions, appreciates diversity of thought, fosters growth, and provides continuous opportunities for development. Recognized as one of Canada’s top employers, Ernst & Young continually strives to be a great place to work.

The Document Specialist creates and edits documents including, financially related and creative documents, creates template-driven customer deliverables with speed and accuracy, and prepares files for digital output and duplication. The position uses advance knowledge of firm standard applications (software). The incumbent understands and anticipates customer’s needs to meet or exceed expectations, is responsible for all phases of project management including customer service, proper documentation, and communications, serves as a Creative Services Group (CSG) project manager and works effectively in a team environment. Depending upon workload, this position typically will require overtime.


  1. Effectively produces projects with speed and accuracy to meet deadlines.

  2. Types, formats, checks mathematical accuracy, and spell checks all types of documents and templates.

  3. Effectively utilizes styles, master pages, templates, tracking, kerning, and leading.

  4. Reconciles revisions, checks punctuation, spelling, and formatting.

  5. Imports graphical and data images into documents.

  6. Performs mail merge function.

  7. Performs CSG standard electronic file management and archiving.

  8. Prepares files for print, linking graphics and including fonts.

  9. Proficient and remains up-to-date with software tools and equipment required of the position, including Word, Excel, PowerPoint, Acrobat, Lotus Notes, Outlook, Link, etc.

  10. Troubleshoots technical issues in text, graphic files, and printing.

  11. Serves as CSG project manager on appropriate work requests.

  12. Effectively and positively communicates and negotiates project deadlines, determines project scope, and schedule changes as necessary.

  13. Provides expertise to team members and customers regarding the use of master pages, style sheets, and firm-standard formatting in word processing functions.

  14. Effectively participates as a team player in planning, scheduling, and production.

  15. Assists with training new Document Specialist on policies, procedures, and functions.

  16. Interfaces with CSG staff for best use of resources/abilities.

  17. Knows, applies, and coaches others in firm-standard formatting and E&Y signature.

  18. Pursues and shares best practices within department and among ESS/CSG staff.

  19. May cross-train in additional CSG disciplines to provide flexibility during peak times.

  20. Create timelines and cost estimates for client approval.

  21. Create templates.

To qualify, candidates must have:

  • High school diploma

  • 2 years direct work experience

EY is committed to inclusiveness, equity and accessibility. We encourage all qualified candidates to apply.