Administrative Coordinator – Client Accounting & Advisory Team

Rehmann

Administrative Coordinator supporting Client Accounting & Advisory Team at Rehmann, providing broad administrative support while fostering client relationships. Managing client setups, communications, and quality control efforts effectively.

Posted 6/17/2026full-timeRemote • Florida, Missouri, Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

data managementquality controlproject managementfinancial statement preparationmail mergeclient onboardingworkflow trackingbudget creationtemplate managementperformance review data extraction

Soft Skills

communicationcritical thinkingtime managementprofessionalismrelationship buildingdiscretionself-confidencematurityarticulationproblem-solving

Tools & Technologies

Microsoft OfficeOutlookExcelMonday.comDocuSignFloQastSuralinkGFROneHubQBO

Certifications & Qualifications

Associate's degreeparalegal certification

Industry Keywords

client managementadministrative supportengagement lettersproject executiondata accuracyconfidentialityprofessional standardsclient accountingadvisory solutionsthird-party provider registration

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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