Administrative Coordinator - Client Accounting & Advisory Team

At Rehmann, each associate plays a pivotal role in the firm’s success. You can count on exceptional support, encouragement, and guidance from your colleagues and leadership.

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 Docu Sign, and follow up on signatures.
  • Handle the setup of new clients and the closing out clients in systems such as Flo Qast, Suralink, GFR, and One Hub.
  • 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 associates by addressing their inquiries and concerns promptly.
• Quality Control and Reporting
  • Engagement Letters:
    Ensure all applications have appropriate documentation for GFR, Engagement, and Flo Qast.
  • 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 Flo Qast, Suralink, GFR, and One Hub.
  • Set up, monitor, and finalize engagement binders.
• Workflow and Process Tracking
  • Manage Flo Qast Tasks:
    Oversee budget creation, template management, user setup, sending requests.
  • Word Processing:
    Generate and process preparation and compilation of financial statements, including Reach Reporting.

• 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  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.

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

Rehmann is an Equal Opportunity Employer.