Client Administration & Operations Specialist
Location: 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 responsibilities
Your responsibilities will include:
Managing and coordinating new 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 recent 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 organized
Is comfortable working