Financial Service Assistant

Job not on LinkedIn

🕒 2 days ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Rehmann

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1941

🤝 B2B

💸 Finance

B2B • Finance

Rehmann is a professional advisory firm that partners with businesses and private clients to provide audit and assurance, tax, consulting, finance and accounting, technology services, and wealth management. The firm serves a range of industries—including construction, dealerships, financial services, healthcare, manufacturing, private equity, and the public sector—helping clients with compliance, reporting, tax planning, process improvement, and technology-enabled solutions. Rehmann positions itself as a people-first organization focused on delivering forward-thinking, industry-specific financial and advisory services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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