Administrative Assistant

We are seeking a Service Processing Coordinator in our Minneapolis, MN office. The Service Processing Coordinator serves as a local office contact for the Information Security Services Group functions and may be specifically aligned to one or more functional areas as an office contact. The SPC serves the office in all facets of administrative services, operations, and client support (internal and external). S/he provides specific engagement, service, and/or industry line support and leverages internal processes and technical expertise to support client deliverables.

Work Activities & Accountabilities

The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.

• Administrative: Performs full administrative duties including creating memorandums, correspondence, documents and reports, usually from rough draft, and edits for grammar, punctuation, and spelling as needed. Prepares, in draft form, routine correspondence as requested and organizes workload to comply with deadlines and priorities established by the principals. Answers phones and communicates messages to principals, managers, directors, and staff to resolve client questions on a timely basis.
• Client Documents: Creates management letters, engagement letters, and reports for professional staff, usually from rough draft, and edits for grammar, punctuation, and spelling as needed. Proofreads and coordinates the assembly of client records. Sorts and files office copies of client records or other documents efficiently; purges outdated files as needed. Assists in preparing and distributing client billing on a timely monthly basis. Assists with the development of proposals and presentations.
• Internal Client Support: Schedules appointments/meetings for principals, managers, and staff including making necessary travel arrangements, proactively checking need for meeting materials (i.e., agenda, presentation, food arrangements). Works as a team member in meeting the needs of the industry/service group. Manages multiple client project tracking duties and shipping of sensitive materials.
• External Client Support: Interact with clients in an efficient, courteous, and professional manner. Assist with service requests from clients. Monitor and coordinate gathering of various forms and documents for set up of client files efficiently.
• Technical Competencies: Proficiency in Microsoft (MS) Windows and Office Products is necessary. Regular use of MS Word, MS Excel, MS Outlook, MS PowerPoint, STAR, CRM, Adobe, and other internal systems.
• Event Planning: Coordinates events including conferences, client presentations, learning sessions and office events. Selection of venue and vendors within approved budget.

MINIMUM REQUIREMENTS

• High school degree minimum and three years of related administrative experience

• Proficiency in Microsoft Windows and Office Products

• Ability to quickly master new software applications as needed

• Possess several key attributes including: client service excellence, clear communication, leading with impact, ability to maintain confidentiality, detail oriented, interpersonal skills, and ownership mindset

• Ability to interact with all levels of the organization

ABOUT THE FIRM

CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,500 people and approximately 110 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.

CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities