Administrative Coordinator - Advisory & Tax Dept.

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/

[http://www.rehmann.com/careers/]

Job Description

HOW YOU'LL MAKE AN IMPACT

CLIENT SUPPORT & RELATIONSHIP MANAGEMENT

• Prepare, distribute, and track client agreements and electronic signatures.
• Set up new client accounts and maintain accurate client records across

company systems.

• Assist clients with document requests, information gathering, and account

updates.

• Communicate important deadlines, reminders, and next steps through phone,

email, and mail.

• Coordinate the collection of client information and required documentation.
• Schedule and support meetings, follow-ups, and ongoing client communications.
• Respond to client questions and concerns in a timely, professional, and

helpful manner.

• Build strong working relationships with clients and internal team members.

QUALITY & ADMINISTRATIVE SUPPORT

• Review information for accuracy and completeness before processing.
• Monitor the status of key client deliverables and follow up as needed.
• Help resolve processing issues and coordinate solutions with internal teams.
• Track important documents, correspondence, and client requests.
• Maintain organized records and ensure documentation is handled according to

company procedures.

• Support compliance-related administrative processes and recordkeeping

requirements.

WORKFLOW COORDINATION & PROJECT TRACKING

• Track projects, assignments, and deadlines to ensure work is completed on

time.

• Prepare and maintain status reports to help monitor team workload and

progress.

• Coordinate document distribution through both digital and traditional

channels.

• Monitor workflow queues and help keep projects moving efficiently.
• Assist with document management, scanning, and electronic filing processes.
• Identify opportunities to improve processes and enhance team efficiency.

YOUR DESIRED EXPERIENCES, SKILLS & EDUCATION

• Associate degree or equivalent combination of education and professional

experience.

• Previous experience in administrative support, client service, project

coordination, operations, legal support, financial services, or a related

field preferred.

• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Strong written and verbal communication skills.
• Ability to build positive relationships and provide excellent customer

service.

• Strong organizational skills with the ability to manage multiple priorities

and deadlines.

• Detail-oriented with a commitment to accuracy and quality.
• Comfortable learning and using new technology and software systems.
• Ability to handle confidential information with professionalism and

discretion.

• Strong problem-solving skills and sound judgment.
• Self-motivated, dependable, and eager to learn.
• Positive attitude and ability to work effectively both independently and as

part of a team.

No tax industry experience? No problem.

We welcome candidates from a variety of backgrounds, including administrative

support, legal services, banking, financial services, customer success, office

management, project coordination, and operations. If you're highly organized and

thrive in a fast-paced environment, we'd love to hear from you. We provide

training on our industry-specific processes and systems.

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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.