- – Answer and direct phone calls, emails, and other correspondence efficiently.
- – Schedule appointments, manage calendars, and coordinate travel arrangements.
- – Maintain filing systems, assist with bookkeeping, and prepare documents accurately.
- – Review intake forms and create file opening memos for new cases.
- – Request and manage medical, liability, and employment documentation efficiently.
- – Communicate professionally with clients, witnesses, and opposing counsel daily.
- – Conduct assurance and advisory engagements per IPPF and internal audit standards.
- – Develop audit programs and perform substantive testing to support engagement objectives.
- – Prepare concise audit reports and recommendations to enhance operational effectiveness.