Associate

JOB OVERVIEW

KEY RESPONSIBILITIES

• Manage and coordinate complex calendars for team members, scheduling meetings, appointments,and events with internal and external stakeholders
• Anticipate scheduling conflicts and proactively resolve them to ensure smooth daily operations
• Plan and coordinate travel arrangements, including flights, accommodations, and transportation, ensuring all travel needs are met efficiently.
• Organize team events, meetings, and conferences, handling alllogisticsto ensure successful execution
• Oversee and manage partner timesheets, leave requests, and expense reports, ensuringtimelysubmission and accuracy
• Assistwith tracking and reporting on team members'utilizationand availability
• Prepare, edit, and format documents, presentations, financial statements, proposals, and engagement letters to meet the firms standards and client expectations
• Ensure all documents areaccurate, professional, and ready for client delivery
• Manage the client onboarding process, including conducting KYC (Know Your Customer), World Check, IRC, and background checks to ensure compliance with regulatory requirements
• Maintainaccuraterecords of client documentation and ensure all onboarding procedures are completed promptly
• Maintain and update the CRM system, ensuring all client information is current and organized
• Communicate with clients to arrange meetings, stock counts, and other necessary interactions, ensuring clear and professional correspondence
• Organize and track opportunities within the CRM andmaintainphysical lists asrequired
• Manage bank confirmation processes, ensuringtimelyandaccuratesubmission of requests and follow-ups
• Assistthe finance team with billings and collections, ensuring invoices are sent out and payments are collectedin a timely manner
• Address any billing-related inquiries from clients and resolve discrepancies efficiently
• Provide administrative support for all audit-related tasks, including formatting financial statements, drafting proposals, and preparing engagement letters
• Liaise with managers to track deadlines and ensure all audit deliverables are completed on time
• Manage the team planner, coordinating resourcing and trackingutilizationto ensure the team is adequately staffed andoperatingefficiently
• Monitor project timelines and deliverables, adjusting resources as needed to meet deadlines

CRITERIA FOR SUCCESS

• At least three years of experience in providing outstanding client service in an administrative, project coordination, or operations management role, preferably within a professional services or corporate environment
• Familiarity with KYC and other compliance-related processesisadvantageous
• Excellent written and verbal communication abilities, with the capacity to interact effectively with clients and team members at all levels,maintaininga high levelof professionalism and optimism
• Proven ability to manage complex schedules, prioritize tasks, and multitask effectively,demonstratingkeen attention to detail and a strong organizational focus
• Ability to take initiative, work independently with limited supervision, and manage workload efficiently whilemaintainingconfidentiality and professionalism
• Proficiencyin Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems, with a willingness to learn new skills and adapt to changing priorities
• A positive, team-oriented approach witha strong desiretoassistothers, contributing to a collaborative and supportive work environment focused on delivering high-quality service
• Ability to proactivelyidentifyissues and provide effective solutions,demonstratinganalytical and logical thinking
• Experience in handling sensitive and confidential information with discretion and professionalism