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1 day ago
As a diligent and organized professional, you will play a pivotal role in ensuring the operational efficiency of our specialist valuation practice. Your responsibilities will encompass project delivery, client management, and administrative workflows, guaranteeing the firm's technical and creative outputs are well-coordinated and professionally presented.
Key Responsibilities- Client Liaison & Scheduling: Coordinate calendars, set up remote meetings with clients or team members, manage reminders, and facilitate follow-ups.
- Documentation & Reporting: Prepare and maintain standardized templates for valuation reports (e.g., business, equity, intangible assets), draft initial sections, format documents, and compile financial modeling data.
- Email & Communication Management: Monitor and triage inquiries from prospective and current clients, draft standard responses, flag urgent items, and escalate as needed.
- Data Gathering & Research Support: Assist in gathering supporting materials needed for valuations: company financials, market benchmarks, comparable company data, industry reports.
- Administrative & Travel Support: Manage travel bookings (if needed), invoicing, expense logs, data entry, CRM updates, and document filing.
- Experience: 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment.
- Technical Aptitude: Highly proficient in MS Office (Excel, Word, PowerPoint), comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs.
- Communication: Strong written English capable of drafting clear, professional correspondence and basic report content.
- Organizational Skills: Exceptional at multitasking, setting reminders, managing deadlines, and following up without oversight.
- Attention to Detail: High accuracy in data entries and document formatting; ability to critically check for consistency in reports.
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