03 Oct
|
Fabric
|
Chennai
1. Job description:
Agenda, Minutes of Meeting & Documentation
- Attend client and internal meetings and take notes on key points and decisions.
- Prepare agendas before client meetings, in coordination with the Engagement Lead.
- Prepare clear and accurate Minutes of Meeting (MOM) after each meeting, with action items, owners, and deadlines.
- Make sure all decisions and next steps from client meetings are recorded and shared on time.
- Prepare PPTs and Word documents needed for client sessions.
Project Management
- Prepare and update Project Plans for client engagements, tracking timelines and deliverables.
- Prepare Action Taken Reports (ATRs) for all clients, to track progress on decisions and commitments.
- Support the design of interventions such as workshops, governance forums, and leadership development sessions.
Content Support
- Carry out desktop research on family business topics such as governance, succession, leadership, and wealth transition.
- Curate relevant social media posts and industry updates on family business topics.
- Create content for Fabric Advisory's Facebook and social media pages, including posts and short articles.
General
- Handle any ad hoc documentation, drafting, or research work for the advisory team.
- Support senior consultants in preparing client presentations, reports, and other deliverables.
2. Skills & Attributes:
- Strong written and spoken English, with the ability to turn discussions into clear, well-organised documents.
- Good note-taking skills and attention to detail, especially for client meetings.
- Good working knowledge of MS Office (Word, Excel, PowerPoint) and AI applications
- Robust research skills able to gather and present information on business topics clearly.
- Able to manage multiple documents and deadlines at the same time.
- Discreet and professional when handling confidential client and family information.
- Self-starter, able to work well in a small, fast-paced team.
- Well organised, with strong attention to detail.
- Strong learning orientation keen to grow and take on new responsibilities.
3. Required Candidate profile:
Ladies wanting to restart their career after a sabbatical, may also apply
📌 Associate Consultant (Chennai)
🏢 Fabric
📍 Chennai