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Account Support Associate - Saudi National

Ernst & Young

Khobar, Saudi Arabia

Ref: NP946-387

Job description / Role

Role Description
 
This role provides administrative assistance to technical engagement teams working on client
engagements. The ASA provides professional database and engagement support to a team of 40–50 members, ensuring quality service and output is consistently provided.
 
Main Role and Responsibilities
 
Database Support

• Provide database support for EY’s global web-based Client Relationship Management (CRM) system
• Add, edit or delete staff and client contacts and opportunities within the CRM database
• Add or edit activities within the CRM database
• Provide administrative support to maintain and generate system reports
• Support database administration for other engagement systems as required
• Advisory only – coordinate with the central team on the Assessment of Service Quality (ASQ) process Engagement Support
• Assist in the administrative support for engagement code set up, engagement code maintenance using
• CRM, Global Tool for Acceptance and Continuance (GTAC) and Global Financial Information System (GFIS), as required
• Produce engagement correspondence such as Statement for Work (SOW) and engagement letters as requested by client facing staff
• Print and distribute standard engagement reports in My Business reporting portal upon request by engagement managers
• Assist in the day to day business operations of engagements and communicate with the team accordingly
• Collaborate with the finance team on engagement related finance matters
• Assist PPEDs in revenue planning using Global Revenue Planning (GRP) tool

Meeting Support

• Monitor engagement calendar around planning, review and closing meetings and independence reviews
• Facilitate audio/video conferencing, and/or skype online meetings according to conferencing guidelines along with room bookings
• Arrange and coordinate individual/group travel for customer base in a timely and professional manner
• Arrange and coordinate group engagement travel bookings where a Senior Manager is travelling with the team; research travel options and assist in obtaining visas, passports, etc.
• Documentation Support
• Create engagement files and prepare necessary file separators
• Coordinate delivery of working-papers and deliverables to client locations and organize collection upon finalisaton
• Coordinate the completion of documentation (final signed version of deliverable sign-offs)
• Assist in preparing proposals, client presentations and other deliverables
• Coordinate with the document and filing team for filing and archiving of documents and records
• Assurance only — arrange to send audit instructions, financial statements, deliverables on behalf of the engagement team
• Assurance only — coordinate and assist in the collection of audit confirmation and other statutory reports from joint auditors and other relevant authorities/parties

Requirements

Quality & Risk Management

• Maintain engagement file with all mandatory documentation (as per the Q&RM requirements as well as the local legislation), minutes of boards, regulatory filings, internal audit reports, etc.
• Assurance Only, support the audit team in archiving audit files within the required deadline (both electronic and paper files) by
• Request to be added as a team member on each audit engagement archiving form in the archiving tool Archive Records Center (ARC)
• Provide the expected audit report date for all archiving forms and subsequently update the audit report date as soon as the audit report is signed
• Ensure that audit engagement files are archived within 45 days of the audit report date
• Archiving forms completed including the electronic engagement file sent to MENA ARC team and the listing of all hardcopy files
• Ensure all hardcopy files have been handed over to the Document Services team
• Act as an interface between the MENA ARC team and the engagement team for follow up queries

Fees and Billings

• Assist in the preparation of fee notes and supporting analysis for fee billings
• Follow up with clients on outstanding fees and coordinate with the Dispatch team for collection
• Prepare payment requisition forms and seek the required approval for payment
• General Administrative Services
• Assist with collating and bulk printing of engagement related documents
• Support other team members during busy periods and in case of varying workload
• Work closely with other AWS teams and CBS functions
• Provide ad hoc support to portfolio as and when required
• Arrange for inventory stock count and coordinate with clients where applicable
• The job description is intended as a guide to reflect the principal purpose of the job/role. It is not an all-inclusive listing of the required responsibilities as these may vary slightly from one location to another. The position holder will perform other responsibilities and tasks as required to achieve the agreed
• performance outcomes.

About the Company

EY is a global leader in assurance, tax, transactions and advisory services. Our 167,000 people are united by our shared values, which inspire our people worldwide and guide them to do the right thing, and our commitment to quality, which is embedded in who we are and everything we do.

EY is committed to doing its part in building a better working world for our people, for our clients and for our communities.

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