• Prepare, process, format, proofread, and finalize client deliverables (e.g., filings, financial documents, reports, presentations, and related materials) using firm-approved systems and standardized, centralized processes. • Ensure accuracy, completeness, timeliness, and compliance with firm quality control and documentation standards. • Support engagement workflows by tracking due dates, monitoring project status, and prioritizing assigned tasks to ensure timely completion. • Communicate proactively with client service team members regarding status updates, clarifications, and deadline considerations. • Maintain organized electronic files and engagement documentation in accordance with firm policies and regulatory requirements. • Coordinate file closing procedures and ensure proper retention and recordkeeping standards are followed. • Coordinate the production and distribution of client deliverables, including secure electronic delivery and, when applicable, printing, binding, and shipping. • Provide responsive administrative support to client service teams, anticipating needs, addressing routine questions, and helping facilitate a positive and professional client experience. • Execute responsibilities in alignment with centralized workflows and established procedures. • Follow established workflows and procedures; communicate potential issues or inefficiencies to leadership and suggest improvements when appropriate. • Perform additional responsibilities and special projects as assigned to support team and firm objectives.