Executive Assistant to Director Finance & Client Coordination

McKallen Services is a multi-disciplinary consulting firm specializing in providing strategic support in accounting, taxation, financial compliance, and business operations. We collaborate with businesses to streamline their back-end processes and bring clarity to complex financial functions. We are currently seeking a smart and proactive Executive Assistant to support our Director while managing key coordination tasks with client companies, particularly in the finance and tax domain. This role goes beyond traditional assistant responsibilities, combining executive support with client operations in a finance-centric environment. As the bridge between our Director, internal teams, and client-side finance/immigration department and various financial institutions, you will be responsible for tasks such as collecting financial documents, coordinating deliverables, and overseeing company compliance. Key Responsibilities: - Coordinate directly with client companies to gather financial records, invoices, tax documents, and other necessary data. - Act as the liaison between our internal finance/tax teams and the clients" accounting department. - Monitor deadlines for tax filings, audits, and other compliance requirements. - Assist in drafting summaries or follow-ups for client meetings. - Manage the Director's calendar, particularly for important client interactions. - Maintain organized records of client documentation and communication. - Support internal reporting by compiling client updates and task progress. - Follow up with clients on pending documents, signatures, and clarifications. - Assist in ad-hoc tasks like proposal support, file management, and compliance tracking. Qualifications: - Bachelor's degree in Finance, Commerce, Accounting, or Business Administration. - 1-3 years of experience in a client-facing coordination or executive assistant role, preferably in a consulting, accounting, or CA firm. - Strong communication and follow-up skills with a professional and persistent approach. - Basic understanding of financial terms, compliance processes, and tax documentation. - Familiarity with tools such as Excel, Google Workspace, and PDF editors. - Highly organized, deadline-driven, and trustworthy with confidential data. This is a full-time, on-site position with working days from Monday to Friday, and timings from 10am to 7pm.,