Windsor, Ontario, Canada
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External Posting Description 13;
The role of the One Team is to complete incoming internal client service requests through a shared services model. In order to provide seamless client delivery, the One Team Professional (OTP) will accept assigned service requests from the Workflow Coordinator (WFC) in a fast paced, dynamic environment.
The OTP possesses a practical body of knowledge that is applied in the delivery of administrative support. Support includes requests in the areas of do ent and desktop services, expense reporting, travel, coordination of meetings and reporting using the firms resources/software.
While bilingualism, English and , written and spoken, will always be an asset, proficiency in English is a requirement.
The OTP is responsible for working collaboratively with the WFC to complete assigned incoming administrative service requests. This role includes, but is not limited to, the following primary duties:
:Actively develop knowledge of our external clients (i.e., market intelligence) in order to enable high quality client deliverables and focus on proactively enhancing service excellence
:Identify opportunities to be a brand ambassador by building relationships with internal and external clients
:Develop business a en in order to anticipate internal client needs (independently anticipate the next step in a process, prompt the client, be resourceful and one step ahead)
:Drive end to end deliverables by taking ownership and exercising client centric judgment
:Work collaboratively, leveraging appropriate resources
:Apply advanced level of knowledge of the firms various software, processes, policies and tools to complete all client administrative deliverables
:Contribute to the evolution of One Team processes
:Proactively communicate with the client when there are questions or issues to be addressed
:CRM administration including contact and engagement management
:Perform quality review
:Other miscellaneous responsibilities
External Posting Qualifications 13;
:Minimum 5 years work experience in a complex, professional services work environment and in a similar role
:Advanced level knowledge of common industry software such as Microsoft Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, Adobe InDesign as well as Deloitte:resident packages such as Aderant and CRM
:Excellent verbal and written communication skills
:Exceptional interpersonal skills with demonstrated ability to build relationships with clients and colleagues at all levels
:Proactive and highly organized with an exceptional ability to multi:task
:Ability to respond to requests in a timely manner
:Strong commitment to client service and continuous improvement
:Demonstrated enthusiasm for continuous learning relevant to the role
:Flexibility to meet coverage requirements that could start as early as 7:30 am and finish as late as 6 pm. Overtime and working in alternate locations may occasionally be required.
The above represents the requirements for all team members. Specialization in a particular service or region will vary and may also include the following activities:
:CRM review and updating to track client mandates
:Preparation and finalization of financial statements
:Do ent branding including statements, presentations, letters, proposals, engagement letters, etc.
:Sourcing promotional materials
:Generating and providing preliminary ysis of WIP (Work in Progress) and AR (Accounts Receivable) reports
:Tax form preparation and driving the assembly process
:Support for the agile workplace including location of space reservation of require
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