Document Quality Associate

Job Description

Job Description

About the Role

Purvis Gray is seeking a detail-oriented and highly motivated Document Quality Associate to join our Ocala office. In this role, you will support the production and formatting of audit reports, financial statements, proposals, engagement letters, and other correspondence across all six firm offices.

As part of our Document Quality Services (DQS) department, you will play a key role in ensuring that all client-facing and internal deliverables reflect the firm’s commitment to clarity, consistency, quality, and compliance.

This is an excellent entry-level opportunity for individuals who enjoy working with documents, have a sharp eye for detail, and are eager to grow within a professional services environment.

Responsibilities

• Document preparation & formatting
  • Create/format Word and Excel files (e.g., reports, financial statements, engagement letters, proposals) adhering to firm formatting standards.
  • Build tables of contents, headers/footers, table inserts, etc.; ensure visual presentation of print and PDF output.
• Quality assurance
  • Check grammar, punctuation, and calculations; verify page numbering and consistency.
  • Perform final PDF checks including PDF/A conversion and accessibility basics as applicable.
• File management & controls
  • Apply version control and naming conventions; track drafts and approvals; maintain audit-ready documentation.
• Production & delivery
  • Compile, combine, and package final deliverables; prepare e-signature; coordinate on print/assembly when needed.
  • Partner with senior DQS team members to meet service-level timelines.
• Process improvement
  • Contribute to template upkeep and workflow improvements.

Qualifications

• Education: High School Diploma or equivalent required – Associate’s degree+ or related certification in administrative services, office technologies, or business preferred
• Experience: Entry-level; prior office or document formatting experience preferred - Exposure to professional services, accounting, legal, or publishing a plus
• Required Technical Skills:
  • High proficiency in Microsoft Word, Excel, Outlook, and PDF conversion and editing – Word and Excel assessments to be performed as part of interview process
  • Strong computer skills – typing speed minimum 45+ WPM, multiple screens, multiple open windows, document filing, and file management
  • Strong grammar, formatting, and math skills
• Soft Skills:
  • Meticulous attention to detail and accuracy
  • Ability to manage multiple projects under tight deadlines
  • Strong interpersonal and written communication skills
  • Proactive, solution-oriented approach
  • Ability to work both independently and as part of a team

Why Purvis Gray?

At Purvis Gray, our people are our greatest asset. We pride ourselves on maintaining a family-friendly culture that balances high standards with flexibility and collaboration. With offices throughout Florida and a diverse client portfolio, we offer meaningful professional development and real opportunity for growth. You will work in a supportive environment with opportunities to advance within a clearly defined role progression (Associate → Specialist → Senior → Lead).

We call this “ The Purvis Gray Way ”:

• Deeply Care – about our people, our clients, and delivering quality with integrity
• Share – in our successes, our knowledge, and our responsibilities
• Grow – our teams, our capabilities, and our clients’ businesses

Compensation & Benefits

We offer a competitive compensation package, including:

• Health, dental, and vision insurance
• Disability and life insurance
• 401(k) with firm contributions
• Generous paid time off and firmwide holidays
• Opportunities for professional development

Recruiters: please do not contact us.