Associate - Admin Assistant

Key Responsibilities

• Support the end-to-end proposal process, including preparing, formatting, and coordinating proposals to ensure timely and high-quality submissions

• Assist with client onboarding activities, including gathering required documentation and supporting compliance checks in line with firm procedures

• Prepare and maintain client take-on and engagement completion checklists, ensuring accuracy, completeness, and adherence to internal policies

• Coordinate with internal stakeholders (e.g., engagement teams, risk, and compliance) to track progress and ensure all onboarding and engagement requirements are met

• Maintain organized records of proposals and engagement documentation for audit and reference purposes

• Provide general administrative support to the team, including document management, scheduling, and follow-ups

• Support on key team processes such as ensuring CRM and pipeline information is up to date, receivables are followed up on and other housekeeping matters

• Monitor and maintain team utilization and resource allocation trackers, timesheet compliance, leave schedules, and other workforce planning records to support effective team management