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Client Services

2 weeks ago

Prahlad Nagar Ahmedabad Gujarat, India Bathiya Advisors LLP Full time

**Key Responsibilities**

**Client Services & Administrative Support**
- Liaise with clients for information requests, updates, and report distribution
- Maintain mail registers and scan/distribute digital documents
- Update CRM records with accurate client data
- Assist in onboarding/offboarding clients including compliance registration and data management
- Track workflows, support job budgeting, and coordinate internal/client meetings
- Maintain electronic filing systems and compliance documentation

**Executive Assistant Support**
- Provide diary management and inbox triage for the principal
- Draft summaries, internal memos, presentations, and correspondence
- Track key dates: deadlines, milestones, filings

**Legal Research & Documentation**
- Conduct basic legal research and summarise findings
- Draft template agreements, letters, and procedural documents under supervision
- Monitor ATO, ASIC, and similar regulator websites for relevant updates

**Typing & Dictation**
- Transcribe audio dictation using Microsoft Word or equivalent tools
- Format legal documents, reports, and correspondence to firm standards
- Proofread for grammar, clarity, and formatting consistency

**Skills & Requirements**
- 2+ years of administrative or executive assistant experience (accounting, legal, or consulting preferred)
- Excellent written and spoken English communication
- Strong Microsoft Office skills (especially Word, Outlook, Excel)
- Familiarity with CRMs, workflow systems (e.g., FYI Docs, Karbon)
- Audio transcription and document formatting proficiency
- Detail-oriented and able to handle confidential material professionally
- Research skills and ability to digest legal/technical content
- Available to work full-time during AEST business hours

Pay: ₹10,544.45 - ₹36,031.75 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Work Location: In person