Client Services & Executive Assistant-Principal

Key Responsibilities Client Services & Administrative Support Manage email inboxes and ensure timely responses or internal escalation 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 Job Type: Full-time Pay: ₹10,544.45 - ₹36,031.75 per month Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person