Client Services Coordinator

Company: Lauterbach & Amen, LLP
Location: Naperville
Posted on: May 3, 2021

Job Description:

Job Description About Us Lauterbach & Amen, LLP is a well-established CPA firm specializing in accounting, auditing, actuarial, tax and financial services. The firm is a recognized leader in the accounting industry and has grown continuously over the past twenty three years. With our roots in governmental accounting, we have continued to develop additional specialties to meet the needs of a diverse, strong and growing client base. At Lauterbach & Amen, LLP, we value our people and know that each employee is vital to our success. In addition to an energetic and supportive culture, we offer a competitive salary and a comprehensive benefits package - including health, dental, vision, life, STD, and LTD insurances and 401(k) match. Job Summary Lauterbach & Amen, LLP is looking for an individual with great customer service, communication and organization skills to join our team. The main focus of this role is coordinating client relationships, including going out to client locations on a quarterly basis. In addition to client meetings, this role will coordinate all administrative matters for clients. This is a great role for those looking to have direct client contact and build a career. Responsibilities and Duties Comprehensive administrative support for multiple pension fund clients Attend quarterly client board meetings for clients throughout Illinois Take notes and transcribe minutes for board meetings Create meeting agendas and board meeting packets Scan and save file member files Electronically file records, documents, correspondence Prepare letters and affidavits to all retirees Process invoices for payment Correspond via email with pension fund trustees Communicate with accountants within the firm and several Pension Fund attorneys Other projects as assigned, including back-up for reception desk Qualifications and Skills Must be able to travel locally on a quarterly basis and have reliable transportation Must be able to work some early morning and evening hours on a quarterly basis High proficiency in Microsoft Office: Word, Excel, PowerPoint and Outlook Excellent communication skills Excellent organization skills EOE M/F/D/V Job Type: Full-time Company Description Lauterbach & Amen, LLP is a well-established CPA firm specializing in accounting, auditing, tax and financial services. The firm is a recognized leader in the accounting industry and has grown continuously over the past twenty years. With our roots in governmental accounting, we have continued to develop additional specialties to meet the needs of a diverse, strong and growing client base. At Lauterbach & Amen, LLP, we value our people and know that each employee is vital to our success.

Keywords: Lauterbach & Amen, LLP, Naperville , Client Services Coordinator, Other , Naperville, Illinois