Document Auto Specialist TCL:45415

About the Client

Our client is a forward-thinking tech company transforming the way valuation professionals operate. Their proprietary platform is designed to streamline the reporting process, removing time, consuming tasks such as data gathering, report writing, and document formatting. This allows valuers to focus on what they do best: determining value.

Working closely with clients, they take existing report templates, refine and optimise them, and then build smart automation solutions to enhance efficiency, accuracy, and consistency.

The Role – Document Automation Specialist

We’re looking for a Document Automation Specialist with a minimum of 2 years’ experience in a similar role. While experience within the property or valuation industry is a plus, it’s not essential.

What matters most is hands-on expertise with document automation tools such as:

• HotDocs
• Legito
• Avvoka
• Contract Express
• Upslide
• FastFields
• Templafy
• Or similar platforms

The successful candidate will be confident reviewing and enhancing client templates, mapping data fields into dynamic documents, and managing multiple automation projects simultaneously.

What They’re Looking For

• Strong Microsoft Word skills, especially with the Developer Tab, styles, and advanced formatting
• Exceptional attention to detail
• Experience managing multiple projects at the same time
• Comfortable working independently and communicating directly with clients
• Background in template automation, either through platforms or advanced Word features
• Excellent written and verbal communication skills

If this sounds like a fit for you, or someone in your network, we’d love to hear from you. Get in touch to learn more or arrange a quick introductory call.

Please note due to high volumes of applications unfortunately we are not always able to respond to all unsuccessful applicants. However we wish everyone who applies the very best with their job search.