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Administrative Coordinator - Client Accounting & Advisory Team

June 17, 2026

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: <a href="http://www.rehmann.com/careers/" target="_blank" rel="noopener noreferrer">https://www.rehmann.com/careers/</a> 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:<ul><li>Client Management<ul><li>Engagement Letters: Create client lists, mail merge, send documents via DocuSign, and follow up on signatures.</li><li>Handle the setup of new clients and the closing out clients in systems such as FloQast, Suralink, GFR, and OneHub.</li><li>Manage communication with clients regarding work readiness, reporting, and deliverables.</li><li>Collaborate with onboarding team for the implementation of client software systems (e.g., QBO, Bill, Gusto, etc.…), payroll processing, and third-party provider registrations.</li><li>Initiate and maintain effective communication with clients, ensuring timely flow of data, reminders for meetings, deadlines, and deliverables.</li><li>Foster positive relationships with clients and associate by addressing their inquiries and concerns promptly.</li></ul></li><li>Quality Control and Reporting:<ul><li>Engagement Letters: Ensure all applications have appropriate documentation for GFR, Engagement, and FloQast.</li><li>Operational support to DD and RDDs:<ul><li>Distribute production reports and flag for follow-up.</li><li>Extract data for performance reviews.</li><li>Support leadership and department meetings, including planning, logistics, and note-taking.</li><li>Provide organizational support for outside conferences.</li><li>Assist with internal training organization.</li></ul></li><li>STAR/Salesforce Data Management: Monitor job codes and ensure client data accuracy and updates.</li><li>Data Management: Handle data for FloQast, Suralink, GFR, and OneHub.</li><li>Set up, monitor, and finalize engagement binders.</li></ul></li><li>Workflow and Process Tracking<ul><li>Manage FloQast Tasks: Oversee budget creation, template management, user setup, sending requests.</li><li>Word Processing: Generate and process preparation and compilation of financial statements, including Reach Reporting.</li></ul></li></ul>Required Skills/Abilities:<ul><li>Able to use Microsoft Office suite to prepare correspondence, basic reports, tables, and exhibits in support of analyses, using formulas and appropriate formats.</li><li>Proficient in the use of Outlook, Excel and Monday.com for setting up and maintaining project management files and scheduling.</li><li>Articulate in speech; communicates in a clear, fact-based manner.</li><li>Ask concise, targeted questions to fulfill objectives and task completion.</li><li>Ensure other associates and supervisors are informed of progress and significant project developments.</li><li>Demonstrate ability to handle communications and information in a professional manner, including addressing issues requiring discretion, or including confidential materials.</li><li>Ability to prioritize work and manage time to meet timelines and firm’s expectations.</li><li>Demonstrate critical thinking, sound judgment in making decisions, and ethical behavior in accordance with professional standards.</li><li>Demonstrate professional image, maturity, self-confidence, and positive attitudes.</li></ul>Education and Experience:<ul><li>Associates degree, paralegal, and/or equivalent work experience.</li></ul> 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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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