Assistant, Client Delivery Services

Baker Tilly•Madison, WI

About The Position

The Client Service Delivery Assistant is responsible for delivering administrative services to support client service leaders, teams, and functions. This role works closely with the Senior Assistant, Client Service Delivery, Supervisor, Client Service Delivery or Manager, Client Service to identify, respond to, and anticipate client service delivery needs and process optimization opportunities. The Client Service Delivery Assistant is an individual contributor role primarily responsible for executing tasks and processes related to the client service needs of the business unit and/or team.

Requirements

Minimum of 1+ year(s) experience required / 3+ year(s) preferred in related field
High school Diploma required or equivalent experience.
Ability to demonstrate basic working knowledge of Microsoft Word Office Suite and meeting platforms
Demonstrated ability to communicate clearly and concisely in a professional manner
Ability to effectively navigate competing priorities
Ability to quickly learn and utilize new software platforms
Ability to exercise confidentiality and discretion consistently
Ability to take direction, productively receive and apply feedback, and communicate support needs
Demonstrated attention to detail, accuracy, and ability to anticipate and respond to service needs
Ability to work independently and collaboratively in a team setting

Responsibilities

Deliver administrative services to support leadership and client delivery functions and teams.
Manage calendars, organize, and support meetings, coordinate travel logistics, and manage time & expense entry.
Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials.
Provide system data entry support.
Manage professional association and organization memberships.

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