HR Solutions Administrative Lead

Rehmann

Administrative Lead at Rehmann handling Salesforce data entry and client meetings coordination. Contributing to workflow processes and maintaining client information with a focus on support and organization.

Posted 6/6/2026full-timeMissouri • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Write proposals and Engagement Letters.
Handle Salesforce data entry.
Handle many of the workflow administrative steps involved in the sales pipeline process.
Conduct research, gather and analyze data.
Arrange in-person and virtual meetings, ensuring all participants are contacted and confirmed, meeting rooms and technology are set up, and any additional preparation is provided.
Coordinate bi-annual HRS Development Day planning details and attend the two in-person events.
Attend bi-weekly virtual team huddle meetings.
Handle the online application of HRCI / SHRM credits for events/webinars.
Assist in preparing and editing presentations and reports.
Manage calendars and schedule appointments for leadership team members as requested.
Ensure client documents are properly filed and that client information is available as needed.
Maintain client confidentiality by protecting all client information in accordance with professional and legal standards.
Coordinate breakdown of client pass-through costs to accounts payable and billing for applicable department invoices.
May include some virtual and onsite project work for clients from time to time, such as designing surveys in MS Office, auditing and correcting I-9s, organizing personnel files.
May be responsible for ordering supplies within budget, including cost comparison; maintaining office equipment; and other office maintenance responsibilities as needed.

Requirements

What you’ll need

Associates degree preferred
Proficiency with Salesforce and MS Office Suite
Demonstrates pattern of positive interactions with other associates and works within a team environment.
Displays ability to learn and willingness to perform all tasks and to assist others.
Demonstrates professional image, maturity, self-confidence, and a positive attitude.
Demonstrates ability to work in a fast-paced environment.
Ability to multitask while providing exceptional customer service.
Demonstrates ethical behavior in accordance with professional standards.
Ability to be flexible and adapt to changes.
Ability to adhere to project budgets, timelines, and client expectations.
Willing to support Firm-wide best practices and offer suggestions for leaders to consider to improve processes.
Articulate in speech and writing; communicates in a clear, fact-based manner.
Asks concise, targeted questions in order to fulfill objectives and task completion.
Demonstrates ability to handle communications in a discreet, professional, and confidential manner.
Ensures other associates, supervisors, and clients are informed of progress and significant project developments.
Advanced computer knowledge, including Microsoft Office Suite: Microsoft Word to prepare correspondence and reports, and Microsoft Excel to use formatting, create tables and charts, and display information effectively.
Proficient in the use of specific office software required to support the office/department, including, but not limited to STAR, Salesforce, Adobe Acrobat, electronic delivery software, etc.
Ability to operate multiple phone lines, conference and video equipment, and document production equipment, etc.
Understanding the services, the basic purpose, and the terminology of the practice areas provided by Rehmann.
Understanding the theory and techniques of the department, consistent with the knowledge that could be obtained in an associate’s degree program.
Full working knowledge of the forms, documents, reports, etc. produced by the department.
Strong time management, multi-tasking, and attention to detail skills.
Exceptional human relations skills, with the ability to develop and maintain positive relationships with associates and clients.
Strong problem-solving skills and ability to think critically.

Benefits

Comp & perks

Benefits focused on physical and mental health
Paid time off for volunteering and diversity-related activities
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceMS Office Suitedata analysiscalendar managementpresentation preparationdocument filingcost comparisonsurvey designI-9 auditingoffice maintenance

Soft Skills

teamworkcustomer serviceflexibilitycommunicationdiscretiontime managementmulti-taskingproblem-solvingpositive attitudeprofessionalism

Certifications

HRCI creditsSHRM credits