We are a Qualified Services firm that's committed to providing better financial experience for our clients. We are financial architects. A team of solvers combining financial, technological and human intelligence to deliver the best outcomes for our clients and the wider community. For businesses we provide tax, accounting and financial planning; for individuals we provide wealth management and tax planning services; and for others we provide support through our charitable foundation.
Key Responsibilities
- Coordinate and support project activities across multiple departments and time zones.
- Serve as the primary point of contact for international clients to facilitate smooth communication and project updates.
- Assist in defining project scope, goals, and deliverables in collaboration with stakeholders.
- Maintain detailed project documentation including schedules, meeting notes, risk logs, and progress reports.
- Monitor project milestones and ensure timely delivery of tasks by tracking progress and resolving roadblocks.
- Schedule and facilitate regular client meetings, internal stand-ups, and review sessions.
- Ensure compliance with contractual obligations and client expectations.
- Collaborate with cross-functional teams including development, QA, design, and operations.
- Support the project manager in resource planning, budget tracking, and quality assurance.
- Identify and escalate issues and risks to senior management as necessary.
Client Communication and Relationship Management
- Serving as the main point of contact for assigned clients
- Managing client expectations on deliverable timelines
- Conducting regular progress calls and status updates
- Handling feedback and revision requests
- Conducting sector, company, and market research
- Synthesising findings into structured outputs
- Financial data analysis and modelling support
- Quality-checking own work before submission
- Maintaining a deliverable log for each engagement
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