Provide administrative support to the Risk Advisory Services team, delivering high quality work, and prioritizing tasks to ensure deadlines are met while fostering a positive, collaborative work environment.
• Meet quantitative expectations of charge time and utilization (1,495 hours for a total of 65% of time worked) • Produce high quality work following the applicable work guidelines and standards. • Develop specialized knowledge and software proficiency in service lines. • Create, proofread, edit and correct engagement letters, proposals and assemble reports, ensuring timeliness and content accuracy • Support the practice and the leadership team on initiatives/special projects • Communicate proactively with associates and clients. Follow-up proactively and prioritize deadlines as necessary. • Coordinate training and other events/needs for the team • Assist other administrative staff with overflow work. • Develop and demonstrate a general knowledge of the firm's products, services and industries • Demonstrate general knowledge of Risk Advisory Services
Essential Skills, Qualifications and Experience
• Requires a minimum of Bachelor's degree in any stream • 5+ years of administrative job-related experience in the areas listed above in a professional services work environment • Clear, concise verbal and written communication skills and accurate grammar usage • Requires intermediate-level proficiency in Microsoft Word, Excel, Outlook and Teams • Self motivated, detail-oriented and self-accountable • Strong desire and capacity to learn, and ability to grasp new things quickly and apply learnings Page 1 of 2 2 • Ability to take initiative and plan, prioritize, and organize work effectively while balancing multiple tasks • Ablity to communicate well with overseas team members and clients, presenting a professional appearance and demeanor • Ability to work under pressure and time deadlines while adhering to standard processes • Ability to know when to escalate or seek guidance on an issue or roadblock • Ability to use and learn different software programs and train other associates in their use as necessary • Ability to work with a diverse group of clients and associates while maintaining a positive attitude towards work, the team and the organization • Ability to be flexible with scheduling to meet workflow demands
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What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Why Work With Us
At Wipfli, people count. Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
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Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.





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