• Administrative Assistant

    Job Locations US-WI-Milwaukee
    Job ID
    2019-2861
    Category
    Administrative
  • 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.

     

    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.  

    Responsibilities

    • Create, proof, edit, and correct documents, memos, and letters for Partners and associates, ensuring timeliness.
    • Coordinate seminars and group presentations, to include handling reservations, travel arrangements, food services, etc. Follow up directly with clients in regard to products and services.
    • Assist in the assembly of reports, ensuring accuracy and timeliness.
    • Back up Receptionist and Office Assistant duties as needed.
    • Assist other administrative staff with overflow work.
    • Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment.
    • Produce high quality work in compliance with word 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.
    • Filing
    • Preparing workstations for onboarding or termination of firm associates
    • Processing cash receipts
    • Entering firm expenses
    • Handling facsimiles
    • Ordering/distributing promotional items
    • Process Tax documents
    • Maintain research library
    • Scheduling the use of A/V equipment and ensuring proper set-up and usage
    • Scheduling conference rooms and handling hospitality arrangements
    • Administrative processing of client invoices
    • Processing maintenance reports
    • Training associates on administrative functions and software
    • Assisting other associates with overflow work

    Qualifications

    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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