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Workload Management
Take ownership of engagement(s) assigned to you
Show excellent time management by understanding how to prioritize day to day work
High level of professionalism to handle sensitive and confidential information
Effectively communicating with team members including keeping team up to date on engagement status contributing to team meetings etc.
Understand how online and case management tools support engagement coordination
Notify Global Manager if there is a potential escalation
Operational Efficiency
Understand and utilize standardized team firm and EY processes
Proactively manage client projects and seek opportunities to expand our Scope of Services (SOS)
Understand your role within People Advisory Services (PAS) and the integrated service offerings
Can describe EY capabilities and commitments accurately when discussing possible business opportunities
Can clearly understand and articulate clients program objectives
Ensure correct case intake processes are followed per engagement SOS
Identify and action caserelated issues with the Global Manager as soon as possible and setfollowup reminders
Follow escalation and resolution protocols
Follow extension protocols
Keep up to date on EY local country contacts and escalation points
Follow up with EY local offices to provide updates in BIT by email etc. as needed
Teaming
Supports team and client meetings by developing agenda and presentation materials if required
Is wellprepared for team and client meetings and actively contributes
If attending team meetings virtually be prepared to be oncamera
Keep your team informed of upcoming absences and help manage vacation coverage by keeping uptodate case status lists
Foster connections and relationships with key EY local country contacts to ensure accessibility should an escalation or request for case status arise
Communication
Ensure that Global Managers and Senior Managers are at all times advised of client related issues
Communicate mistakes
Implement healthy Outlook management including following Service Level Agreements (SLAs) for responding to client emails
Understand client culture and how/when clients like to receive information
Implement risk management procedures including EY Send Protect delay send feature disabling autocomplete feature and password protect email attachments
Keep inbox organized by using client folders training folders etc.
Archive old emails and attachments to keep inbox clear so that emails are not missed
Use email filters and rules
Understand how to leverage extension teams EY Local offices and enablement crews
Communicate/raise EY local country alerts to Managers and Senior Managers as they pertain to client populations
Billing and Finance
Understand implementation of billing procedures and best practices
Ensure case steps related to billing are completed at the correct time and escalate accordingly when there are delays
Review of Invoice Request Forms (IRFs) and/or Global Billing Templates (GBTs)
Understand what Scope of Services means in relation to billing and the authorization process for outofscope requests as needed
Quality & Reporting
Leverage Business Intelligence Reporting to identify and share analytical insights with clients
Develop strategies to multitask and take on a variety of projects and manage multiple highvolume engagements
Comply with EY policies including Quality and Risk Management (Q&RM) and team protocols
Skills
Excellent organizational and time management
High attention to detail with high administrative accuracy
Effectively manage multiple tasks in large volume in a fastpaced environment
Effectively build relationships with team wider EY network especially within PAS and with clients
Ability to present information in a clear and organized manner
Demonstrated initiative to identify issues and provide creative solutions and suggestions
What we offer
At EY our Total Rewards package supports our commitment to creating a leading people culture built on highperformance teaming where everyone can achieve their potential and contribute to building a better working world for our people our clients and our communities. Its one of the many reasons we repeatedly win awards for being a great place to work.
We offeracompetitivecompensationpackage where youll be rewarded based on your performance and recognized for the value you bring to our business. In addition our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future.Our Total Rewards packageincludes a comprehensive medical prescription drug and dental coverage a defined contribution pension plan a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year statutory holidays and paid personal days (based on province of residence) and a range of exciting programs and benefits designed to support your physical financial and social wellbeing. Plus we offer:
Diversity and Inclusion at EY
Diversity and inclusiveness are at the heart of who we are and how we work. Were committed to fostering an environment where differences are valued policies and practices are equitable and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism advancing gender equity and women in leadership advocating for the 2SLGBTQIA community promoting ourneuroinclusionand accessibility initiatives and are dedicated to amplifying the voices of Indigenous peoples (First Nations Inuit and Mtis) nationally as we strive towards reconciliation. Our diverse experiences abilities backgrounds and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work they bring their best and are empowered to build a better working world.
Required Experience:
Exec
Advisor