29 Aug
|
Profinancials Administratie & Advies
|
Bengaluru
29 Aug
Profinancials Administratie & Advies
Bengaluru
Client Administration & Operations SpecialistLocation: Bangalore, India
We are looking for an experienced and highly organized Client Administration & Operations Specialist to support our international accounting and tax advisory practice.
In this role, you will be responsible for several important administrative processes surrounding our clients. You will work closely with our tax consultants, accountants and management team and make sure that client files, agreements, systems and internal processes are accurate and up to date.
This position is ideal for someone who enjoys bringing structure to an organization, works accurately and is comfortable taking ownership of administrative processes.
Your responsibilitiesYour responsibilities will include:
- Managing and coordinating recent client onboarding and client acceptance procedures
- Collecting and checking required client information and documentation
- Preparing engagement letters, service agreements and other standard client documents
- Creating and maintaining client files and digital dossiers
- Registering new clients in our internal systems
- Updating client information across different software platforms
- Keeping our CRM and administrative systems accurate and up to date
- Processing incoming correspondence and scanned letters
- Allocating documents and correspondence to the correct client files
- Informing the relevant team members when action is required
- Monitoring whether required documents, signatures and information have been received
- Supporting periodic compliance and client-file reviews
- Assisting the tax and accounting teams with administrative parts of their workflows
- Monitoring internal deadlines and following up on outstanding administrative tasks
- Helping improve and standardize internal administrative processes
Who are we looking for?We are looking for someone who:
- Has previous experience in an administrative, back-office, operations or client support position
- Is highly accurate and o
📌 Client Administration (Bengaluru)
🏢 Profinancials Administratie & Advies
📍 Bengaluru