Administrative Assistant, Client Delivery Services (MN)

Baker Tilly Advisory Group, LP - Minneapolis, MN

Full-time

Minneapolis, MN

10,001+ employees

About the position

The Administrative Support role at Baker Tilly involves providing essential administrative services to Principals and Engagement Teams. This position is crucial for ensuring smooth operations within the firm by managing various tasks such as scheduling, travel arrangements, and document preparation. The role requires effective communication, teamwork, and the ability to handle multiple responsibilities while maintaining confidentiality and professionalism.

Responsibilities

• Provide administrative support services to Principals and Engagement Teams as assigned.
• Assist with tasks such as research, administration of surveys, billing, shipping, and management of office supplies.
• Manage professional association/organization memberships and/or meetings, CPE forms, and compliance.
• Maintain electronic calendars (MS Outlook), coordinate appointments, and organize meetings.
• Resolve conflicts and manage meeting logistics including scheduling, set-up, and catering.
• Coordinate travel arrangements for team members.
• Assist with weekly Time & Expense entry and act as a delegate for approvals as needed.
• Assist with the preparation, review, proofreading, and formatting of deliverables, engagement letters, presentations, proposals, and marketing efforts.
• Prepare and disseminate reports and assist with system data entry.
• Assist with event planning and execution.
• Assist with new client set ups.
• Perform other duties as required and assigned.

Requirements

• Demonstrated ability to communicate clearly and concisely with team members.
• Able to work effectively and take direction in a team setting.
• Takes initiative to identify stakeholders directly impacted by the services provided.
• Consistently demonstrates the ability to exercise confidentiality appropriately.
• Demonstrated ability to utilize basic features of Microsoft Word and Outlook independently.
• Able to utilize basic features of Microsoft Excel, Microsoft PowerPoint, and other software platforms with moderate guidance and support.
• Takes initiative to seek opportunities to learn advanced software features and apply knowledge with minimal prompting.
• Demonstrated ability to produce a quality work product after moderate review.
• Able to productively receive and apply feedback to realize an enhanced product quality.
• Delivers services in a professional manner that reflects Baker Tilly Core Values and maintains confidentiality.
• Able to communicate challenges to meeting deadlines when prompted and takes direction to mitigate risks to agreed timelines.
• Takes the initiative to understand how services enable internal customers to realize success.
• Demonstrated ability to prioritize work, identify solutions, and access resources with moderate guidance, prompting, and coaching.
• Takes initiative to learn and apply best practices and standards of excellence through productive inquiry.
• Seeks to learn through productive inquiry, coaching and mentoring opportunities, and ongoing feedback dialogue with manager.
• Able to consistently demonstrate foundational Capability behaviors and identify opportunities to progress performance capabilities.