Executive Assistant / Client Service Coordinator

08th April, 2024 We are seeking a proactive and experienced Executive Assistant / Client Service Coordinator to join our team in Caulfield. If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! As a CSC/EA you will be supporting our Business Advisory team and Partners. You will be responsible for providing EA support to our Partners, managing client communication and files, preparing correspondence and other administrative tasks. Key responsibilities: Support our Business Advisory Partners in an EA capacity; Support financial metrics e.g. PIQ Reports, invoicing Create and maintain client files; Communicating directly with clients to address queries; Diary and email management for Partners; Administrative and operational support to our Business Advisory team; Accurate administration of client-related files and document management; Fee posting and billing for Partners; Preparation of engagement letters, proposals and reports;…
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