Engagement Support Specialist

Moss Adams

1 - 5 years

1 - 5 Lacs

bengaluru karnataka india

Posted:13 hours ago| Platform: Foundit logo

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Skills Required

administration auditing project management ms office word adobe acrobat professional crm

Work Mode

On-site

Job Type

Full Time

Job Description

Helps draft, edit, and proofread client agreement documents
Assists with pre-engagement activities, which may include CRM data entry, new client acceptance and setup, engagement code setup, and Pfx binder setup
Proactively tracks pre-engagement activity progress from client agreement drafting, through the signature process, to engagement setup
Serves as point of contact to help the client service team identify the correct client agreement template
Other special projects as assigned

Qualifications:

Bachelor s degree or equivalent experience required
Minimum of 1 years of related experience required; experience in quality assurance/quality control role or equivalent preferred
Ability to comprehend or learn technical information related to Consulting services and firm processes
Highly proficient proofreading ability
Strong project management and organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment
Highly proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
Attention to detail, logic, and accuracy
Strong verbal and written communication skills including the ability to articulate complex issues to others and follow-up with outstanding requests
Strong interpersonal and decision-making skills
Experience working in IT, consulting, or audit preferred
Adobe Acrobat Professional experience a plus

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