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Financial Service Assistant / Administrative Assistant
Rehmann
Troy, MI, United States
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Why Rehmann?
Since 1941, Rehmann has provided clients proactive ideas and solutions to become one of the top 40 largest accounting/consulting firms in the US. Now, with over 800 associates & 18 offices, we have expanded to form a synergistic collection of services including accounting, wealth management, investigative services, IT and more!
Rehmann has earned national recognition including:
• Top 25 Best Accounting Firms to Work For (Vault.com)
◦ #13 in Work/Life Balance
◦ #16 in Diversity for Women
◦ #20 in Satisfaction
• 101 Best Companies to Work For in Metro Detroit and West Michigan
What makes us one of the best? Real Connections. Real Opportunity. Real Impact.
We believe that long term success is built by real connections that foster collaborative relationships with Firm leaders and fellow associates, real opportunities that amplify your talent and leadership potential while maintaining a work/life integration, and real impact that engages your positive influence on not just your Firm and career, but your community and clients too.
To learn more about Rehmann, visit: http://www.rehmann.com/about
We are seeking a talented Financial Service Assistant / Administrative Assistant to join our Troy office.
How You Will Make an Impact at Rehmann:
• Conducting research, gathering & analyzing data and preparing forms and reports
• Working with an advisory team to assist clients with their wealth management needs
• Drafting documents, proposals, exhibits, presentations and correspondence
• Working as a liaison between clients and their financial advisors
• Ensuring accurate and updated information is maintained in all firm systems
• Working with custodians and vendors to ensure that client requests are completed accurately
• Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met
• Working with our team to cross-train in administrative and technical functions
Your Desired Skills, Values & Experiences:
• Advanced level skills in MS Excel and Word
• Strong attention to detail and ability to work with financial data
• Ability to work in a team-oriented setting
• Ability to grasp new technologies quickly
• Ability to work with multiple people at all levels in the organization
• Ability to work autonomously and take ownership of work
• Ability to multi-task and frequently organize workload
• Critical thinking and problem-solving skills
• Previous experience in a financial services firm, a plus
Apply now to begin your Rehmann experience.
Real Connections. Real Opportunity. Real Impact.