Administrative Manager

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
This position administratively supports the leader of Client Advisory Services and the Client Advisory Services team.
Responsibilities:

• Manage and prioritize a complex and ever-changing schedule, ensuring seamless and effective communication and organization
• Maintain and update client databases (e.g. CRM, GoFileRoom, STAR) to ensure an accurate record of client information and leads
• Act as a resource for a team of associates by managing communications and coordinating resources to ensure a timely response to prospects.
• Plan and coordinate travel, internal team meetings, and events, including preparation of agendas and materials, taking notes and ensuring follow-up on action items
• Review interim/draft proposals and final deliverables to ensure compliance with proofing standards and reporting templates
• Assist team leaders prepare for meetings by preparing reports from existing dashboards and drafting presentations to enable business development activities
• Serve as the primary point of contact for internal and external stakeholders

Qualifications:

• High school diploma or an equivalent combination of education and experience
• 5+ years of experience as an executive assistant or similar administrative support role in a professional services environment
• Project management experience and high ability to collaborate
• Proficient with Microsoft Office (e.g. Word, PowerPoint, Excel, and Outlook)
• Previous experience utilizing a customer relationship management solution (such as Dynamics 365 or Salesforce) is preferred
• Ability to plan, prioritize, and organize work effectively while handling multiple projects at once, assigned from multiple people
• High attention to detail and the ability to work under pressure and time deadlines
• Ability to analyze data and recommend solutions
• Excellent written and verbal communication and presentation skills
• Ideal candidate is a proactive, self-motivated individual who can work independently and take initiative with minimal oversight

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 identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $52,000 - $70,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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