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Document Quality Associate

Purvis Gray and Company, LLP -
Ocala, FL

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Job Details

Full-time

Benefits

Paid holidays
Disability insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Opportunities for advancement
Life insurance

Qualifications

Teamwork
Microsoft Excel
Microsoft Outlook
Basic math
Word embeddings
High school diploma or GED
Document viewing software
Grammar Experience
Technical Proficiency
Editing
File organization
Office experience

Full 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

Application Question(s):

How many years of professional experience do you have using Microsoft Word and Excel in a business environment?
How would you rate your Microsoft Word and Excel formatting skills?
How comfortable are you managing multiple deadlines at the same time?
Are you comfortable performing repetitive detail-oriented tasks for extended periods of time?
Have you worked with any of the following in Microsoft Word?
Font formatting
Bulleted and numbered lists
Section breaks
Page setup
Track changes
Commenting/review tools
Tables
Line indents and tabs
Paragraph markers
PDF conversion
None of the above

Work Location: In person

Quick Apply

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