Administrative Coordinator

SVA has an exciting opening for an Administrative Coordinator to join the CPA Operations department. SVAs CPA Operations department manages project portfolios and all administrative services supporting the CPA firm. This is an onsite position located in Brookfield WI.

The primary responsibility of the Administrative Coordinator is to assist in the overall workflow process of the assigned SVA CPA firm Service Line or Industry Group. This position utilizes clerical technical and customer service skills to support internal and external clients.

Important responsibilities and duties may include but are not limited to the following:

70% Administrative Coordination

• Provide administrative support for an assigned service line or industry group including Principal(s).
• Actively participate in the Client Relationship Management (CRM) system including client support data entry monitoring and reporting on prospect / client opportunities and communications.
• Create and track the engagement agreements / contracts end to end process for new and existing clients
• Prepare custom spreadsheets
• Prepare and organize meeting materials including agendas handouts etc.
• Provide backup support for peer Administrative Coordinators
• Coordinate batch processing and processing support needs with the processing lead
• Prepare and distribute reports to internal clients
• Monitor Administrative Coordinator workflow queues and process as assigned

20% Quality Assurance

• Organize and prioritize workflow to meet deliverable due dates.
• Comply with procedures as it relates to correspondence documents and data entry
• Participate in meetings and recommend process improvements to the team lead
• Maintain knowledge of and compliance with firm policies standards and procedures
• Maintain professional skills through professional development and training opportunities understanding of automation / technology and professional clerical and communication skills.

10% Administrative Optimization

• Actively participate in team meetings.
• Resolve problems and appropriately escalate blockers or issues to Lead / Director of Operations
• Participate in continuous improvement aligned to SVA mission vision values fundamentals strategies and objectives
• Participate in ongoing individual service line / industry group and Administrative Services team development and training
• Support Administrative team in completing projects and managing workload
• Participate in area of specialty on assigned projects or process improvement
• All other duties as assigned

Qualifications

• Education: High school diploma or equivalent

• Experience: Minimum of three (3) years administrative services experience in a professional services environment is preferred.

• Specialized knowledge: Proficient in professional service technology / software and business processes.

• Demonstrated proficiency in Microsoft Windowsbased software applications including Word Excel and PowerPoint required.
• Strong verbal and written communication skills.
• Ability to prioritize work and adapt to change quickly.
• Ability to work under pressure and meet tight deadlines.
• Exemplify our core Values of Serve People Better as well as our 31 SVA DNA Fundamentals
• Ability to work during core office hours of 8:00 a.m. to 5:00 p.m. Monday Friday.
• Valid drivers license without restrictions.
• Work is normally performed in a typical interior/office work environment.
• Requires sitting for long periods of time.
• Some bending and stretching required.
• Manual dexterity required for use of a computer keyboard.

SVA is certified as a great workplace by the Great Place to Work institute.

SVA participates in EVerify and will provide the federal government with your Form I9 information to confirm that you are authorized to work in the U.S.

SVA participa en EVerify y proporcionar al gobierno federal la informacin de su Formulario I9 para confirmar que usted est autorizado para trabajar en los ..

Required Experience:

IC