Financial Service Assistant

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🕒 Junho 2

🚗 Michigan – Remoto

🚗 Michigan – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Rehmann

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1941

🤝 B2B

💸 Finanças

B2B • Finance

A Rehmann é uma empresa de consultoria profissional que faz parcerias com empresas e clientes privados para oferecer serviços de auditoria e asseguração, impostos, consultoria, finanças e contabilidade, serviços de tecnologia e gestão de patrimônio. A empresa atende a uma variedade de indústrias, incluindo construção, concessionárias, serviços financeiros, saúde, manufatura, private equity e o setor público, ajudando os clientes com conformidade, relatórios, planejamento tributário, melhoria de processos e soluções capacitadas por tecnologia. A Rehmann se posiciona como uma organização focada em pessoas, dedicada a oferecer serviços financeiros e de consultoria inovadores e específicos para cada indústria.

Descrição

• Conducting research, gathering & analyzing data and preparing forms and reports • Working with an advisory team to assist clients with their wealth management needs • Provides high-level support preparing applications, business development projects, and client communications with a high attention to detail • Drafting documents, proposals, exhibits, presentations and correspondence with a high attention to detail • Working as a liaison between clients and their financial advisors • Ensuring accurate and updated information is maintained in our CRM System; including phone calls, client actions/requests and meeting notes • Working with custodians and vendors to ensure that client requests are completed accurately • Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met • Working with our team to cross-train in administrative and technical functions

🎯 Requisitos

• 1 - 3 years of experience in the financial services; experience in a similar role preferred ( paralegal, legal studies, legal assistant, etc.) • Associate degree in general business or similar education/experience combination • Outstanding client service and communication skills • Commitment to being an excellent representative of the Rehmann brand • Working knowledge of Microsoft Word and Excel • Ability to multi-task while providing outstanding customer service to our internal and external clients • Ability to handle communications in a discrete and confidential manner • Ability to thrive in a deadline-oriented, fast-paced environment • “Can do” attitude and team player • Enthusiasm for helping others be successful • Unwavering integrity in all situations

🏖️ Benefícios

• benefits focused on physical and mental health • paid time off for volunteering and diversity-related activities • flexible work arrangements