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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