Administrative Coordinator – Client Accounting & Advisory Team

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🐊 Florida, Ohio, +1 more states – Remote

🐊 Florida – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Administrative Assistant

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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

• 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. • Client Management Engagement Letters: 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. • Quality Control and Reporting: Engagement Letters: Ensure all applications have appropriate documentation for GFR, Engagement, and FloQast. • Operational support to DD and RDDs: 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. • STAR/Salesforce Data Management: Monitor job codes and ensure client data accuracy and updates. • Data Management: Handle data for FloQast, Suralink, GFR, and OneHub. • Set up, monitor, and finalize engagement binders. • Workflow and Process Tracking Manage FloQast Tasks: Oversee budget creation, template management, user setup, sending requests. • Word Processing: Generate and process preparation and compilation of financial statements, including Reach Reporting.

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

🏖️ Benefits

• health insurance for physical and mental health • paid time off for volunteering and diversity-related activities • flexible work arrangements • professional development opportunities