Full-Time

Document Production Workflow Coordinator

Mon, Fri 9am-6pm

Posted on 11/23/2025

Williams Lea

Williams Lea

5,001-10,000 employees

Global business support for professional services

Compensation Overview

$22.50/hr

Columbus, OH, USA

In Person

Category
Operations & Logistics (1)
Requirements
  • Bachelor’s degree or equivalent with years of experience able to substitute
  • Minimum of 3 years of related office experience with document production and preparation
  • Advanced knowledge of Microsoft Office suite (PowerPoint, Excel, Visio as examples)
  • Excellent verbal and written communication and interpersonal skills necessary in order to communicate questions and/or suggestions to the client and other team members in a professional and customer service-oriented manner
  • Ability to work both independently and collaboratively as part of a team; self-motivated to ensure own production
  • Ability to work in a fast-paced, deadline-driven team environment while handling sensitive and/or confidential documents and information
Responsibilities
  • Intakes work requests from the client; including clarification of job instructions and negotiation of deadlines with the requester. Seeks alternate solutions to deadline requests, as needed
  • Prioritizes work requests across team and coordinates/balances multiple projects based on experience and following established guidelines, especially when working with escalated deadlines or issues
  • Creates and edits documents, mail merges, charts, graphs, tables, etc.
  • Scans and cleans up documents utilizing scanner equipment and appropriate software
  • Converts and cleans documents from other software applications
  • Evaluates personnel performance with the AM and assists in the development and improvement of individual and team skills
  • Demonstrates proper professional expectations for team members when dealing with client requesters and client work requests, including meeting deadlines and delivering high-quality work
  • Responsible for development and delivery of on-going training of new and existing team members in existing processes, as well as new trends or processes for presentations work
  • Facilitates focus and coordination on and between shifts in the production of deliverables to the client in order to meet or exceed the client's expectations for quality, timeliness, and service

Williams Lea provides tailored business support services for financial, legal, and professional services firms around the world. It uses a combination of onshore and offshore centers plus local offices to deliver customized, high-touch services that integrate advanced technology and real-time data. A core differentiator is ENGAGE, its technology platform that enables global automation, governance, and analytics to drive efficient workflows and real-time reporting. The company serves high-profile clients, including many leading law firms, professional services firms, and financial institutions, and generates revenue through service contracts. Williams Lea’s goal is to improve operational efficiency for clients, freeing fee earners to focus on client work, while pursuing ESG initiatives through its Beyond Business program focused on education, diversity, sustainability, and self-betterment.

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

1820

Simplify Jobs

Simplify's Take

What believers are saying

  • RRD acquisition integrates Williams Lea into $5.4B revenue powerhouse across 26 countries.
  • Michael Pecnik's Microsoft expertise optimizes generative AI in ENGAGE suite.
  • Serves 50 top law firms and 10 top investment banks with customized support.

What critics are saying

  • CFO Richard Hanks resigned in September 2024, destabilizing leadership.
  • RRD's $200M annual losses erode Williams Lea's profitability post-Q1 2025 integration.
  • EY Serena platform captures ENGAGE market share from top law firm clients.

What makes Williams Lea unique

  • ENGAGE technology enables global automation and real-time analytics for law firms.
  • LogoCloud AI platform streamlines pitchbook creation for investment banks.
  • ENGAGE Transcribe converts multilingual audio with superior speed and accuracy.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Parental Leave

Short-term & Long-term Disability

Wellness Program

Discounted gym memberships

Hybrid Work Options

Flexible Work Hours

Commuter Benefits

Employee Assistance Program (EAP)

Company News

Outsource Accelerator
Jan 4th, 2025
RRD Acquires Williams Lea for $1.2B

Williams Lea, a global provider of tech-enabled business support services, has been acquired by RRD, a marketing and supply chain solutions provider. The acquisition, set to finalize in Q1 2025, aims to enhance RRD's business support services. Williams Lea, with $1.2 billion annual revenue and 7,000 employees, will integrate into RRD's Digital, Creative, and Business Support Services segment. RRD generates $5.4 billion annually and employs over 30,000 people in 26 countries.

CityBiz
Dec 4th, 2024
Williams Lea Appoints Hillary McNally as CRO and Alastair Kelly as Managing Director

Global tech-enabled business support services firm Williams Lea announces the appointment of Hillary McNally as Chief Revenue Officer (CRO) and Alastair Kelly as Managing Director, Asia Pacific.

PR Newswire
Mar 5th, 2024
Williams Lea Announces Appointment Of Michael Pecnik As Chief Product Officer

NEW YORK, March 5, 2024 /PRNewswire/ -- Global tech-enabled business support services firm Williams Lea announces the appointment of Michael Pecnik as Chief Product Officer (CPO). Pecnik will oversee product strategy for the company's services and solutions, including its proprietary ENGAGE suite of products and LogoCloud™, an AI-enabled SaaS platform.Pecnik comes to Williams Lea with over twenty years of experience in product management and enterprise software sales. Before joining the business, he led the Global Customer Success Team for Business Applications in the Professional Services vertical at Microsoft.Prior to that, Pecnik spent 12 years in various leadership roles at salesforce.com, BNY Mellon and Cognizant, and he started his career as a product manager at Dow Jones. Pecnik holds an MBA from NYU Stern and a master's degree in information science from the University of Graz."We are delighted to have Michael join our organization at such a pivotal time," said Nick Morgan, CTO of Williams Lea. "The rapid emergence of generative AI is transforming the way our business operates, and Michael's expertise in delivering best-in-class products will ensure we optimize these technologies to drive efficiencies and service excellence for our clients."The addition of the CPO role comes as Williams Lea continues its strategy of tech-enabling its offerings. In 2023, the company launched LogoCloud™, which leverages AI and automation to streamline critical, time-intensive presentation creation tasks for bankers, analysts and consultants.In January 2024, Williams Lea furthered its tech enablement with the launch of ENGAGE Transcribe, an end-to-end solution specifically designed to effortlessly convert multi-speaker and multilingual audio files into text with unparalleled speed and accuracy

Sharecast
Mar 5th, 2024
Williams Lea announces appointment of Michael Pecnik as Chief Product Officer

NEW YORK, March 5, 2024 /PRNewswire/ - Global tech-enabled business support services firm Williams Lea announces the appointment of Michael Pecnik as Chief Product Officer (CPO).

AI Magazine
Jan 11th, 2024
Williams Lea launches ENGAGE Transcribe, combining AI and expertise to augment business support for global clients

NEW YORK, Jan. 11, 2024 /PRNewswire/ - Global tech-enabled business support services firm Williams Lea today launched ENGAGE Transcribe, an end-to-end solution specifically designed to effortlessly convert multi-speaker and multilingual audio files into text with unparalleled speed and accuracy.

INACTIVE