Administrative Coordinator | Madison, WI

Detailed Information

  • Location: Madison, WI

  • Company: Robert Half

workflow process of your assigned CPA firm Service Line or Industry Group. This position requires a blend of clerical, technical, and customer service skills to effectively support both internal and external clients. THIS IS A SEASONAL POSITION THAT RUNS FROM JANUARY 9TH - APRIL 19THEssential Functions:70% Administrative Coordination Provide comprehensive administrative support to the assigned service line or industry group Leader, including Principal(s).

Handle client services and support, including data entry, monitoring, and reporting on prospect/client opportunities and communications. Create and track engagement agreements/contracts through end-to-end processes for new and existing

clients. Prepare and organize meeting materials, including agendas and handouts. Utilize software efficiently to streamline processes. Coordinate batch processing and provide support within established standards.

Prepare and distribute internal reports. Perform data entry in various software programs, including workflow. Monitor workflow queues and processes as assigned. Actively participate in training on administrative-specific tasks.20% Quality Assurance Organize and prioritize workflow to meet deliverable due dates. Ensure compliance with procedures related to correspondence, documents, and data entry. Deliver excellence in client services. Participate in meetings and contribute ideas

for process improvements to the team lead. Maintain knowledge of and comply with firm policies, standards, and procedures.10% Administrative Optimization Actively participate in team meetings, resolving problems and appropriately escalating blockers/issues.

Undertake any other duties as assigned.

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