Associate

Grant Thornton; Kolkata District, Hyderabad, Bengaluru; Hybrid; INR 500,000 - 800,000; Full time

Job summary

Grant Thornton in India (Kolkata) is seeking an experienced administrative/operations coordinator to manage calendars, coordinate travel, and support client onboarding and CRM activities. You will assist the finance team with billing, track utilization, and ensure documentation quality for client delivery.

Familiarity with KYC and compliance processes is advantageous, with a strong emphasis on confidentiality, professionalism, and multitasking in a fast-paced professional services environment.

Qualifications

• At least three years of experience in providing outstanding client service in an administrative, project coordination, or operations management role, preferably within a professional services or corporate environment
• Familiarity with KYC and other compliance-related processes is advantageous
• Excellent written and verbal communication abilities, with the capacity to interact effectively with clients and team members at all levels, maintaining a high level of professionalism and optimism
• Proven ability to manage complex schedules, prioritize tasks, and multitask effectively, demonstrating keen attention to detail and a strong organizational focus
• Ability to take initiative, work independently with limited supervision, and manage workload efficiently while maintaining confidentiality and professionalism
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems, with a willingness to learn new skills and adapt to changing priorities
• A positive, team-oriented approach with a strong desire to assist others, contributing to a collaborative and supportive work environment focused on delivering high-quality service
• Ability to proactively identify issues and provide effective solutions, demonstrating analytical and logical thinking
• Experience in handling sensitive and confidential information with discretion and professionalism

Responsibilities

• Manage and coordinate complex calendars for team members, scheduling meetings, appointments,and events with internal and external stakeholders
• Anticipate scheduling conflicts and proactively resolve them to ensure smooth daily operations
• Plan and coordinate travel arrangements, including flights, accommodations, and transportation, ensuring all travel needs are met efficiently.
• Organize team events, meetings, and conferences, handling all logisitcs to ensure successful execution
• Oversee and manage partner timesheets, leave requests, and expense reports, ensuring timely submission and accuracy
• Assist with tracking and reporting on team members' utilization and availability
• Prepare, edit, and format documents, presentations, financial statements, proposals, and engagement letters to meet the firms standards and client expectations
• Ensure all documents are accurate, professional, and ready for client delivery
• Manage the client onboarding process, including conducting KYC (Know Your Customer), World Check, IRC, and background checks to ensure compliance with regulatory requirements
• Maintain accurate records of client documentation and ensure all onboarding procedures are completed promptly
• Maintain and update the CRM system, ensuring all client information is current and organized
• Communicate with clients to arrange meetings, stock counts, and other necessary interactions, ensuring clear and professional correspondence
• Organize and track opportunities within the CRM and maintain physical lists as required
• Manage bank confirmation processes, ensuring timely and accurate submission of requests and follow-ups
• Assist the finance team with billings and collections, ensuring invoices are sent out and payments are collected in a timely manner
• Address any billing-related inquiries from clients and resolve discrepancies efficiently
• Provide administrative support for all audit-related tasks, including formatting financial statements, drafting proposals, and preparing engagement letters
• Liaise with managers to track deadlines and ensure all audit deliverables are completed on time
• Manage the team planner, coordinating resourcing and tracking utilization to ensure the team is adequately staffed and operating efficiently
• Monitor project timelines and deliverables, adjusting resources as needed to meet deadlines

Job description

JOB OVERVIEW

KEY RESPONSIBILITIES

• Manage and coordinate complex calendars for team members, scheduling meetings, appointments,and events with internal and external stakeholders
• Anticipate scheduling conflicts and proactively resolve them to ensure smooth daily operations
• Plan and coordinate travel arrangements, including flights, accommodations, and transportation, ensuring all travel needs are met efficiently.
• Organize team events, meetings, and conferences, handling alllogisticsto ensure successful execution
• Oversee and manage partner timesheets, leave requests, and expense reports, ensuringtimelysubmission and accuracy
• Assistwith tracking and reporting on team members'utilizationand availability
• Prepare, edit, and format documents, presentations, financial statements, proposals, and engagement letters to meet the firms standards and client expectations
• Ensure all documents areaccurate, professional, and ready for client delivery
• Manage the client onboarding process, including conducting KYC (Know Your Customer), World Check, IRC, and background checks to ensure compliance with regulatory requirements
• Maintainaccuraterecords of client documentation and ensure all onboarding procedures are completed promptly
• Maintain and update the CRM system, ensuring all client information is current and organized
• Communicate with clients to arrange meetings, stock counts, and other necessary interactions, ensuring clear and professional correspondence
• Organize and track opportunities within the CRM andmaintainphysical lists asrequired
• Manage bank confirmation processes, ensuringtimelyandaccuratesubmission of requests and follow-ups
• Assistthe finance team with billings and collections, ensuring invoices are sent out and payments are collectedin a timely manner
• Address any billing-related inquiries from clients and resolve discrepancies efficiently
• Provide administrative support for all audit-related tasks, including formatting financial statements, drafting proposals, and preparing engagement letters
• Liaise with managers to track deadlines and ensure all audit deliverables are completed on time
• Manage the team planner, coordinating resourcing and trackingutilizationto ensure the team is adequately staffed andoperatingefficiently
• Monitor project timelines and deliverables, adjusting resources as needed to meet deadlines

CRITERIA FOR SUCCESS

• At least three years of experience in providing outstanding client service in an administrative, project coordination, or operations management role, preferably within a professional services or corporate environment
• Familiarity with KYC and other compliance-related processesisadvantageous
• Excellent written and verbal communication abilities, with the capacity to interact effectively with clients and team members at all levels,maintaininga high levelof professionalism and optimism
• Proven ability to manage complex schedules, prioritize tasks, and multitask effectively,demonstratingkeen attention to detail and a strong organizational focus
• Ability to take initiative, work independently with limited supervision, and manage workload efficiently whilemaintainingconfidentiality and professionalism
• Proficiencyin Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems, with a willingness to learn new skills and adapt to changing priorities
• A positive, team-oriented approach witha strong desiretoassistothers, contributing to a collaborative and supportive work environment focused on delivering high-quality service
• Ability to proactivelyidentifyissues and provide effective solutions,demonstratinganalytical and logical thinking
• Experience in handling sensitive and confidential information with discretion and professionalism