About the role
Key Responsibilities
-
Support the end-to-end proposal process, including preparing, formatting, and coordinating proposals to ensure timely and high-quality submissions
-
Assist with client onboarding activities, including gathering required documentation and supporting compliance checks in line with firm procedures
-
Prepare and maintain client take-on and engagement completion checklists, ensuring accuracy, completeness, and adherence to internal policies
-
Coordinate with internal stakeholders (e.g., engagement teams, risk, and compliance) to track progress and ensure all onboarding and engagement requirements are met
-
Maintain organized records of proposals and engagement documentation for audit and reference purposes
-
Provide general administrative support to the team, including document management, scheduling, and follow-ups
-
Support on key team processes such as ensuring CRM and pipeline information is up to date, receivables are followed up on and other housekeeping matters
-
Monitor and maintain team utilization and resource allocation trackers, timesheet compliance, leave schedules, and other workforce planning records to support effective team management