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Job specializations:
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Administrative/Clerical
Office Administrator/ Coordinator, Admin Assistant, Business Administration -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Admin Assistant, Customer Service Rep
Job Description & How to Apply Below
Organize client assignments remotely across Canada using Microsoft 365, Excel, and Outlook. Keep information requests, meetings, and open items moving.
As a Client Service Associate, you will support client teams at Commons take Partners. You will coordinate assignment setup, maintain records, prepare status notes, and answer routine questions. The work supports advisory engagements involving private business owners and their partners.
Key Responsibilities:- Set up assignments after signed engagement letters
- Send information requests and track owner responses
- Maintain the data room index
- Schedule owner calls and board meetings
- Prepare weekly partner status notes
- Client service, account coordination, project coordination, or administrative experience
- Internship experience is considered
- Microsoft 365 proficiency, especially Excel and Outlook
- Remote work availability anywhere in Canada
- Availability during Eastern business hours
Bring organized client coordination, Microsoft 365 skills, and clear follow-through to Commons take Partners’ remote advisory work.
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