Administrative Coordinator - Client Accounting & Advisory Team

Rehmann•Florida (Remote), MI

1d•Onsite

About The Position

Provide a broad range of administrative and tactical support for the Client Accounting & Advisory Solutions department including administration of projects, assists in the execution of client management, quality control, and job workflow.

Requirements

Able to use Microsoft Office suite to prepare correspondence, basic reports, tables, and exhibits in support of analyses, using formulas and appropriate formats.
Proficient in the use of Outlook, Excel and Monday.com for setting up and maintaining project management files and scheduling.
Articulate in speech; communicates in a clear, fact-based manner.
Ask concise, targeted questions to fulfill objectives and task completion.
Ensure other associates and supervisors are informed of progress and significant project developments.
Demonstrate ability to handle communications and information in a professional manner, including addressing issues requiring discretion, or including confidential materials.
Ability to prioritize work and manage time to meet timelines and firm’s expectations.
Demonstrate critical thinking, sound judgment in making decisions, and ethical behavior in accordance with professional standards.
Demonstrate professional image, maturity, self-confidence, and positive attitudes.

Nice To Haves

Associates degree, paralegal, and/or equivalent work experience.

Responsibilities

Create client lists, mail merge, send documents via DocuSign, and follow up on signatures.
Handle the setup of new clients and the closing out clients in systems such as FloQast, Suralink, GFR, and OneHub.
Manage communication with clients regarding work readiness, reporting, and deliverables.
Collaborate with onboarding team for the implementation of client software systems (e.g., QBO, Bill, Gusto, etc.…), payroll processing, and third-party provider registrations.
Initiate and maintain effective communication with clients, ensuring timely flow of data, reminders for meetings, deadlines, and deliverables.
Foster positive relationships with clients and associate by addressing their inquiries and concerns promptly.
Ensure all applications have appropriate documentation for GFR, Engagement, and FloQast.
Distribute production reports and flag for follow-up.
Extract data for performance reviews.
Support leadership and department meetings, including planning, logistics, and note-taking.
Provide organizational support for outside conferences.
Assist with internal training organization.
Monitor job codes and ensure client data accuracy and updates.
Handle data for FloQast, Suralink, GFR, and OneHub.
Set up, monitor, and finalize engagement binders.
Oversee budget creation, template management, user setup, sending requests.
Generate and process preparation and compilation of financial statements, including Reach Reporting.