Key Responsibilities • Support the end-to-end proposal process, including preparing, formatting, and coordinating proposals to ensure timely and high-quality submissions • Assist with client onboarding activities, including gathering required documentation and supporting compliance checks in line with firm procedures • Prepare and maintain client take-on and engagement completion checklists, ensuring accuracy, completeness, and adherence to internal policies • Coordinate with internal stakeholders (e.g., engagement teams, risk, and compliance) to track progress and ensure all onboarding and engagement requirements are met • Maintain organized records of proposals and engagement documentation for audit and reference purposes • Provide general administrative support to the team, including document management, scheduling, and follow-ups • Support on key team processes such as ensuring CRM and pipeline information is up to date, receivables are followed up on and other housekeeping matters • Monitor and maintain team utilization and resource allocation trackers, timesheet compliance, leave schedules, and other workforce planning records to support effective team management