• Administrative Specialist

    Job Locations US-WI-Milwaukee
    Job ID
  • Overview

    Create lasting, positive impact.

    By considering Wipfli LLP, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.


    Wipfli has a broad national footprint with offices coast to coast — and we’re still growing! As an associate, you’ll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You’ll also have the flexibility and technology to work wherever you are, whether it’s at home or in our clients’ offices, or switching Wipfli offices if you’re looking to move across the country.


    Join a company focused on giving back to the greater good — at Wipfli, we’re committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com.  


    Under the direction of the office manager, an Industry or Service Leader, or Performance Coach the Administrative Specialist provides either administrative support for a designated practice group or service line or technical expertise for a key administrative function, frequently performs chargeable client work, and provides on an on-going basis back-up and support for other administrative positions to ensure efficient flow of work, in accordance with company policies and procedures. 


    • Utilize specialized knowledge and software proficiency to support specific practice groups and/or service lines.
    • Create, proof, edit, and process reports.
    • Provide administrative support to the designated practice groups and/or service lines to ensure deadlines are met, while maintaining a positive, collaborative work environment.
    • Produce high quality work in compliance with work processing guidelines and firm standards, including proofreading and report compilations. Follow-up proactively as necessary.
    • Develop and demonstrate a general knowledge of the firm’s products and services. Communicate proactively with associates and clients. Prioritize deadlines as necessary.
    • Assist other administrative staff with overflow work.
    • Scanning
    • Entering firm expenses
    • Train associates on advanced administrative functions and software in the area of their specialty and/or other admin functions.
    • Coordinate and delegate workflow for other administrative associates, ensuring an efficient flow.
    • Administrative processing of client invoices
    • Backing up Receptionist and Office Assistant duties


    • Requires a High School Diploma or an equivalent combination of education and experience
    • An Associate Degree in Administrative Support is preferred
    • Requires a valid driver’s license
    • Requires three to five years of job related experience with a high school education, or less than three years of job related experience with an Associate Degree
    • Requires intermediate proficiency in Microsoft Outlook and Word, and a basic knowledge of Excel and PowerPoint
    • Experience with a multi-line telephone system and a variety of office machines
    • Experience in a professional services work environment
    • Ability to plan, prioritize, and organize work effectively
    • Ability to balance many projects simultaneously
    • Ability to work under pressure and time deadlines
    • Ability to use and learn additional software programs and train associates in their use
    • Ability to work with a diverse group of clients and associates while maintaining a positive attitude towards work, the team and the firm
    • Ability to present a professional appearance and demeanor
    • Ability to effectively operate a variety of office machines, to include a PC, telephone, copier, fax, etc.
    • Ability to be flexible with scheduling to meet workflow demands
    • Clear, concise verbal and written communication skills and accurate grammar usage
    • Advanced verbal and written communication skills
    • Proficient in Word and Outlook and intermediate knowledge of Excel and PowerPoint



    Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


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