- – Greet clients and visitors, ensuring a professional and welcoming experience.
- – Coordinate meetings, travel arrangements, and maintain organized project records.
- – Assist with technology troubleshooting and streamline administrative processes.
- – Leverage network to identify targets and conduct outreach for client introductions
- – Provide market insights and support proposal strategy for client meetings and deals
- – Maintain CRM records with contact details, next steps, and discussion summaries
- – Manage and review compilation and tax filings, ensuring compliance and quality.
- – Build strong client relationships by providing proactive and responsive service.
- – Mentor and develop team members, offering technical guidance and performance feedback.