Client Team Support, Associate

Andersen TaxHouston, TX
41d

About The Position

Client Team Support Associates are a critical member of the client engagement team. They work on a variety of assignments to provide comprehensive administrative support for the full lifecycle of client engagements and must be able to prioritize various projects in a fast-paced environment as well as provide support to Managing Directors (MDs) and client engagement team members.

Requirements

  • Bachelor's degree preferred;
  • 3+ years of experience providing high-level administrative support in a professional services environment;
  • Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook);
  • Strong written and verbal communication skills;
  • Excellent organizational, multitasking, and time management skills;
  • Ability to handle sensitive financial and client data with discretion and confidentiality;
  • Professional demeanor and ability to interact with and gain the respect of all team members;
  • Ability to thrive in a deadline-driven environment and handle multiple projects/tasks with attention to detail.
  • Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Responsibilities

  • Provide general administrative support. Perform special projects and other administrative duties as assigned;
  • Assist with meeting coordination, planning, and preparation (i.e., presentations for team members;)
  • Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement;
  • Receive and process incoming processing requests;
  • Manage MD calendars, schedule meetings across multiple time zones, and coordinate travel arrangements;
  • Support client events, meetings, and presentations, including logistics and material preparation;
  • Coordinate and collaborate with internal departments (Finance, Risk/Compliance, Asset Management);
  • Prepare, proofread and edit Job Arrangement Letters (JALs) in accordance with firm standards;
  • Process and track engagement letters via e-signature platforms such as Docusign, HubSync and tracker;
  • Administer and maintain Client Acceptance Portal (CAP) entries for new and continuing client engagements, ensuring submissions are complete, accurate, and adhere to Andersen's compliance standards;
  • Generate and distribute reports, as needed, for the client engagement teams;
  • Create and track business development reports and activities for MDs;
  • Provide front desk and reception coverage as needed, including greeting visitors, answering and directing calls, managing incoming mail, and supporting general administrative tasks;
  • Assist with cleanup and organization following busy season lunches, events, and other office gatherings to ensure a tidy and professional workspace.
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