Job highlights

- 1-3 years experience in advisory or consulting with a Bachelor's in Law, Commerce, Finance or related field
- Support client engagements by coordinating deliverables, conducting research, preparing documentation, and managing stakeholder communication

Role Summary: Terracegate is seeking an Associate Advisory to support client engagements and deliver business, operational, corporate and administrative advisory services to global clients. The role involves working closely with senior team members, clients and external professional advisors to research issues, coordinate deliverables, track action items and support the execution of client requirements across multiple jurisdictions.

The ideal candidate will have strong analytical and organisational skills, attention to detail, professional communication abilities and the initiative to take ownership of assigned tasks. A background in law, commerce, finance, business administration or a related discipline will be an advantage.

About Our Clients

We work with global family offices, supporting families across multiple geographies and managing a sophisticated network of business, financial, administrative and personal requirements.

Our clients include family members, senior executives, executive teams and global service providers, requiring a high level of organization, confidentiality, attention to detail and professional communication.

Experience working with family offices, high-net-worth individuals, UHNW clients, executive teams, professional services or client-service environments will be an added advantage.

Roles & Responsibilities:

1. Client Advisory Support

- Support senior team members in understanding client requirements and translating them into actionable tasks.
- Participate in client meetings and calls, prepare notes and maintain records of key discussions and decisions.
- Coordinate with clients and internal stakeholders to obtain information, documents and approvals.
- Prepare client updates and follow up on outstanding requests and deliverables.




- Maintain professional communication with clients and external advisors.

2. Project & Engagement Coordination

- Support the execution of client engagements by tracking timelines, deliverables, dependencies and pending actions.
- Maintain project trackers and ensure tasks are completed within agreed timelines.
- Coordinate with internal teams and external professionals, including lawyers, accountants, tax consultants and other service providers.
- Monitor progress, identify delays or potential issues, and escalate them promptly to the relevant senior team member.
- Manage multiple assignments simultaneously while maintaining accuracy and quality.

3. Research & Problem-Solving

- Conduct research on corporate, commercial, regulatory, financial and operational matters.
- Gather, review and organise information relevant to client requirements.
- Prepare research summaries, briefing notes and supporting documentation.
- Assist in identifying practical solutions to client issues and coordinate with subject-matter experts where required.
- Develop an understanding of client businesses, industry practices and relevant regulatory requirements.

4. Documentation & Reporting

- Draft and maintain client correspondence, meeting minutes, reports, presentations and other business documents.
- Review documents for accuracy, completeness, consistency and professional presentation.
- Maintain organised records of client requirements, decisions, action items and supporting documents.
- Ensure documentation is updated and accessible to authorised team members.
- Handle confidential client and company information responsibly.

5. Stakeholder Coordination

- Follow up with internal teams,



clients and external advisors to ensure timely completion of assigned tasks.
- Maintain clear communication regarding progress, pending information and outstanding deliverables.
- Track commitments and ensure agreed actions are followed through to completion.
- Represent Terracegate professionally in all written and verbal communications.
- Build effective working relationships with colleagues and external stakeholders.

6. Ownership & Continuous Improvement

- Take responsibility for assigned tasks from initiation through completion.
- Identify gaps in information, potential delays and process inefficiencies, and bring them to the attention of the relevant team member.
- Follow up proactively rather than waiting for repeated instructions.
- Identify opportunities to improve documentation, tracking, coordination and workflow efficiency.
- Use available technology and digital tools to improve productivity and reduce manual effort.

Qualification and Experience:

- 1-3 years of relevant experience in advisory, consulting, corporate services, legal support, finance, operations, professional services or a similar client-facing environment.
- Bachelor's degree in Law, Commerce, Business Administration, Finance or a related discipline.
- Strong written and verbal communication skills, with the ability to prepare clear and professional business documents.
- Good research, analytical and problem-solving skills.
- Strong organisational skills and the ability to manage multiple tasks and deadlines.
- Proficiency in Microsoft Office, particularly Excel, Word and PowerPoint.
- Ability to coordinate with multiple stakeholders and follow up effectively on outstanding tasks.
- High attention to detail and commitment to accuracy.
- Skilled conduct, discretion and the ability to handle confidential information.
- A proactive approach, willingness to learn and ability to work effectively in a changing environment.
- Ability to work with international clients and stakeholders across different time zones, where required.

📌 Associate- Advisory (Gurugram)
🏢 Terracegate
📍 Gurugram