Administrative Coordinator - Client Accounting & Advisory Team

Your Passion. Your Purpose. 

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/  

Job 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.

Essential Duties/Responsibilities:

• 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.

Required Skills/Abilities:

• 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.

Education and Experience:

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

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.