Client Operations Specialist

4 days ago

Surat Gujarat, India Auzin Advisory Private Limited Full time

Summary We are currently seeking a Client-Facing Virtual Assistant who will play a key role in supporting one of our Australian advisory clients This is a blended role part administrator part data analyst part project coordinator focused on helping the client get things organised streamlined and running more efficiently This is an onsite role in our Surat office You ll work directly with the client and their team to clean up existing systems improve workflows and make their operations more consistent and data-driven The ideal candidate will be tech-savvy detail-oriented and comfortable managing multiple priorities You ll act as a bridge between the client s ideas and their implementation helping turn big concepts into structured actions ensuring nothing falls through the cracks Responsibilities Review tidy and optimise processes across Karbon Ignition Dext and other connected tools Update and maintain templates work items and client setups within these systems Support integration projects e g connecting Karbon to Google Drive or Vinyl Implement updates when internal processes or legislation change Translate the client s ideas into actionable project steps and track progress through to completion Maintain project documentation follow up on outstanding tasks and ensure smooth communication between the client and team Assist in implementing and documenting new systems or workflows to enhance operational efficiency Gather and analyse data to improve billing accuracy client quoting and internal efficiency Prepare regular reports or summaries highlighting key trends inconsistencies or opportunities for improvement Act as a key point of contact for the Australian client ensuring responsiveness accuracy and clear communication Provide administrative assistance including updating templates contracts and records Assist with process automation and onboarding improvements through Ignition and other platforms Requirements Skills Experience Prior experience in professional services accounting or consulting environments Familiarity with workflow automation tools e g Zapier Make Intermediate to advanced skills in Excel Google Sheets or other reporting tools Person specification Excellent written and verbal English communication skills client-facing role Highly organised and detail-oriented with a structured approach to managing multiple projects Comfortable working in and learning new systems e g Karbon Ignition Dext Google Workspace Strong problem-solving skills and a proactive get it done mindset Data-minded able to work with reports reconcile information and identify trends Experience in supporting Australian clients or working across time zones is a plus Behaviours Good communication skills Proactive and enthusiastic learner Team player with a positive attitude Reliable and responsible Benefits Food provided Health insurance Leave encashment Paid sick time Paid time off Provident Fund

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