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Marketing & Administrative Assistant | Milwaukee Office

Position Mission

Under the direction of the Department Partner, the Marketing & Administrative Assistant is responsible for providing administrative support to the Assurance and Tax Department including all its functional areas: Marketing, Staff Development and Quality Control.

Primary Duties and Responsibilities

  1. Work with the firm’s Marketing Department to initiate and facilitate the office’s outreach and marketing needs. Also assist marketing with brand awareness at expos, golf outings and other off-site marketing events as needed.
  2. Responsible for the assembly of tax returns and financial statements.
  3. Perform general administrative duties supporting the firm’s Assurance and Tax Department and Partners, including, but not limited to: document processing, proofreading and formatting, data entry and information tracking, scheduling, faxing, copying, scanning, filing, and editing and composing correspondence of a general nature.
  4. In conjunction with the Marketing Department, facilitate all Requests for Proposals (RFPs), including spreadsheet maintenance, preparation of responses, assembling of final documents and annual follow up procedures for all processes.
  5. In conjunction with Marketing Department, assist in coordinating, scheduling and facilitating internal and external trainings for staff and clients, including but not limited to webinars, roundtable seminars and conferences.
  6. Perform functional areas committee specific administrative duties including, but not limited to: meeting scheduling, agendas and minutes, assistance with organization of training and networking events, tracking information, Form 990 extensions, compiling lists of the engagements for the peer review/inspection, report assembly and scanning permanent files.
  7. Work with the Staff Development committee and Human Resources to schedule campus recruitment, career fairs, and interviews; organize new staff trainings and events tracking.
  8. Assist the team with letter writing, coordination of meeting, new client set ups, calendar management, travel arrangements, preparation of presentation materials and responding to Request for Proposals (RFP). This requires maintaining a high degree of discretion when dealing with confidential information.
  9. Responsible for calendar management with both department staff and externally to coordinate a variety of meetings, seminars and trainings.
  10. Prioritize and manage multiple projects simultaneously, and follow through on issues in a timely manner.
  11. Performs miscellaneous job-related duties as assigned.

Required Education

High School Diploma or GED required. Associate’s or Bachelor’s Degree in Business or a related field is desirable.

Required Skills and Experience

  • Minimum of two years of experience directly related to the duties and responsibilities specified
  • Highly proficient in Microsoft Office Suite- specifically Word, Excel and PowerPoint
  • Must be able to demonstrate exceptional customer service practices
  • Demonstrated outstanding time management skills, ability to multi-task, determine priorities and remain calm in a fast paced environment
  • Strong verbal and written communication skills
  • Strong attention to detail
  • Ability to think innovatively and make suggestions for improvements
  • Proven record of excellent interpersonal skills

Physical Demands

Essential demands include sitting at a desk, working on a computer, and using a telephone to communicate with internal and external clients and the general public. An increased amount of time standing to assemble tax returns and financial reports during peak seasons.

Work Hours

Full-time during business hours of Monday through Friday, 8:00 am – 5:00 pm.