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Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
We are seeking a driven and detail-oriented CRM-PMD Coordinator to join our Audit & Assurance team.
In this role, you will play a key part in supporting data analysis and managing the portfolio management database. You will work closely with both local and international teams, contributing to the efficiency and accuracy of our client and portfolio data processes and you will demonstrate and develop your capabilities in the following areas:
• Conduct data analysis and reporting
• Manage and maintain portfolio management databases
• Support CRM activities and client data initiatives
• Collaborate effectively across teams, including remote coordination with colleagues abroad
• Ensure accuracy, consistency, and confidentiality of data
Leadership Capabilities:
• Builds own understanding of our purpose and values; explores opportunities for impact.
• Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent
• Understands expectations and demonstrates personal accountability for keeping performance on track
• Actively focuses on developing effective communication and relationship-building skills
• Understands how their daily work contributes to the priorities of the team and the business
Qualifications:
• Bachelor s degree in Business Administration or related field
• Strong communication skills, with proficiency in English
• Excellent organizational and time management skills
• Ability to work independently and within a team environment
• Strong MS Excel and Microsoft Office skills
• Comfortable working remotely and across time zones
• Experience with Microsoft Dynamics
• Familiarity with CRM tools such as Salesforce
Confident, proactive mindset
In this role, you will play a key part in supporting data analysis and managing the portfolio management database. You will work closely with both local and international teams, contributing to the efficiency and accuracy of our client and portfolio data processes and you will demonstrate and develop your capabilities in the following areas:
• Conduct data analysis and reporting
• Manage and maintain portfolio management databases
• Support CRM activities and client data initiatives
• Collaborate effectively across teams, including remote coordination with colleagues abroad
• Ensure accuracy, consistency, and confidentiality of data
Leadership Capabilities:
• Builds own understanding of our purpose and values; explores opportunities for impact.
• Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent
• Understands expectations and demonstrates personal accountability for keeping performance on track
• Actively focuses on developing effective communication and relationship-building skills
• Understands how their daily work contributes to the priorities of the team and the business
Qualifications:
• Bachelor s degree in Business Administration or related field
• Strong communication skills, with proficiency in English
• Excellent organizational and time management skills
• Ability to work independently and within a team environment
• Strong MS Excel and Microsoft Office skills
• Comfortable working remotely and across time zones
• Experience with Microsoft Dynamics
• Familiarity with CRM tools such as Salesforce
Confident, proactive mindset
Company Industry
- Accounting & Auditing
Department / Functional Area
- Accounts
- Taxation
- Audit
- Company Secretary
Keywords
- Audit | CRM Coordinator | Associate
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