Financial Service Assistant / Administrative Assistant

Rehmann Farmington Hills , MI 48336

Posted 2 months ago

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 or Farmington Hills 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:

  • 1-2 years of experience in the financial services, legal or healthcare industries preferred

  • Associate's degree in general business or similar education/experience combination

  • Outstanding client service and communication skills

  • Commitment to being an excellent representative of the Rehmann brand

  • Working knowledge of Microsoft Word and Excel

  • Ability to multi-task while providing outstanding customer service to our internal and external clients

  • Ability to handle communications in a discrete and confidential manner

  • Ability to thrive in a deadline-oriented, fast-paced environment

  • "Can do" attitude and team player

  • Enthusiasm for helping others be successful

  • Unwavering integrity in all situations

Apply now to begin your Rehmann experience.

Real Connections. Real Opportunity. Real Impact.


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Financial Service Assistant / Administrative Assistant

Rehmann