Associate - Client Services

Associate Client Services

ABOUT THE COMPANY

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs.

ABOUT THE ROLE

Savvital is seeking a highly organized, detail-oriented, and proactive Virtual Assistant to manage administrative workflows, calendars, and project pipelines. This role is deeply embedded in our day-to-day operations, requiring a reliable professional who can maintain seamless coordination across teams and clients. The ideal candidate brings a strong foundational understanding of professional services environments, standard operating procedures, and structured task management.

Duties and Responsibilities

• Practice & Database Management: Take full ownership of Firm360 to handle the firm database, securely share client documents, and create, assign, and track daily tasks. During peak tax seasons, Firm360 management will comprise 80-85% of your core daily workload, making database proficiency crucial.
• Administrative Support: Efficiently manage complex calendars, book meetings, handle daily administrative scheduling, and resolve scheduling conflicts to keep operations moving smoothly.
• Project Tracking & Document Control: Monitor ongoing project progress across the firm, maintain comprehensive and confidential client documentation, and ensure no tasks fall through the cracks.
• Process Execution: Utilize existing SOPs, guidelines, cheat sheets, and forms to ensure all operational tasks are completed accurately, consistently, and in alignment with company standards.

Job Requirements

• Mandatory Technical Skill: Proven, hands-on experience using Firm360 is strictly required to be considered for this role.
• Industry Familiarity: A solid understanding of the professional services environment (such as CPA firms or law firms) is essential to navigate the workflow effectively.
• Operational Skills: Strong general understanding of working with established SOPs, forms, and practice management databases.
• Core Competencies: Exceptional attention to detail, proactive progress management, strong document organization capabilities, and the ability to work independently under tight deadlines.

COMPENSATION & BENEFITS

• Base Salary: Market Competitive.
• Allowances: Internet, Electricity, and Wellbeing.
• Health: Medical Insurance for you.
• Growth: Performance-based bonuses, annual increments, and company-wide success bonuses.