Admin Assistant - Client Services
Core
Admin Assistant supporting client relationships and accounting service delivery for a business advisory firm.
Role type
Admin Assistant - Client Services
Builds
Client engagement packs, correspondence, invoices, and service follow-ups for accounting clients.
Domain
Accounting and Business Advisory
Required skills
Client relationship management, documentation management, calendar management, correspondence drafting, billing support, CRM proficiency, travel coordination, financial report formatting.
Preferred skills
Diploma or Bachelor's in Business/Accounting, accounting software proficiency, CRM platform proficiency.
Responsibilities
Manage client files and documentation, liaise with clients to understand needs, provide administrative support to Partners, manage calendars and meeting logistics, prepare engagement letters and invoices, assist with client reporting and billing, maintain client records in CRM, draft correspondence, coordinate staff travel, format financial reports, monitor inboxes, assist with team events.
Seniority
Mid-level, 5+ years experience