Administrative Specialist

At MBE CPAs a family of companies, your sense of purpose is clear- you directly impact the success in your communities. Be it the local bakery that has sold your favorite bread for years, the budding entrepreneur that's getting their business off the ground, or advising your neighbor on maximizing their deductions and planning for retirement, our team passionately works to ensure their communities thrive.

After being a team of a couple dozen 10 years ago, we're now a firm of 200 team members and continuing to grow rapidly with 11 office locations across Wisconsin. Even with our growth, we never lose touch with the importance of providing a family-friendly workplace that builds authentic relationships with our clients. Ever committed to providing a flexible workplace, we offer onsite and hybrid opportunities from the majority of our office locations in the state. Don't let your location and lifestyle prevent you from joining our team!

What would my day look like?

Our Customer Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients. Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide administrative support for various aspects of firm business as needed. To be successful in this position you should be detail-oriented, professional, and have excellent written and verbal communication skills. Job tasks include:

• Executing clerical duties on behalf of Financial Advisor and MBE Wealth team such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, and presentations as needed.
• Coordinating and managing appointments, meetings, and the conference room schedule to prevent duplicate bookings.
• Assist in data entry of client and prospective client information into software systems.
• Assist client with onboarding by processing all paperwork without error.
• Maintaining digital client files, including data entry and database maintenance.
• Providing direct interface with clients and providing client information as requested.
• Working with clients and financial advisors to resolve any concerns or issues.
• Providing a warm welcome and escorting clients to the conference rooms or meeting spots.
• Proactively maintaining client service calendar and coordinate scheduling with financial advisor.
• Assisting with other duties associated with MBE Wealth as needed to support the team and our clients.

What experience and skills do I need to be successful?

We are always willing to train candidates in the earlier stages of their career or utilize the wealth of skills from a seasoned pro. Here are some skills we'd love to see on your resume:

• Ability to work efficiently and with accuracy in a fast-paced environment.
• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Ability to work safely with confidential information daily.
• Previous experience in a related receptionist or administrative support role highly desired.

Amazing Perks and Benefits Package:

This position pays a competitive wage commensurate with direct experience, skills, and time spent in a related role. We also offer great benefits and perks including:

• Incredible potential for upward mobility and career growth into your desired area across the affiliate group.
• Three different medical plan options through Dean Health Insurance.
• Dental insurance through Delta Dental.
• Flexible Spending Account (FSA) options for medical or dependent care.
• Paid Time Off (PTO)
• 401k employer matching program to save for retirement.
• Company paid group life insurance.
• Voluntary supplemental insurance options.
• Employee referral bonus program.
• Annual personal tax return prepared free of charge.
• Annual allowance for employer branded apparel.
• Annual reimbursement for qualified fitness-related expenses and company sponsored employee wellness program.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Community involvement reimbursements.
• Complimentary employee snacks, lunches, and beverages to celebrate team events.
• Employee outings, events, and gifts.
• Direct deposit of paycheck.
• New Client Bonus Program.
• Merit-Based Bonuses.
• Company Core Value Rewards.
• Half-day Fridays in summer.

What will my schedule look like?

This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected unless there are significant business needs to meet.

More about the MBE Affiliate Group:

Our parent company, MBE CPAs, is a team of accounting experts who use our industry-based knowledge and expertise to help others succeed in their financial journeys. We expanded our services over the years to include a number of affiliate companies to support the needs of our clients including:

• Wealth management and fiduciary services through MBE Wealth
• Payroll and time keeping services through Payroll Solutions
• Human resources services through Workforce Solutions
• Marketing, branding, and public relations through Right to Evolve
• Residential and commercial property management services through REMS
• Storage solutions through Secure Storage
• Enterprise resource planning and customer relationship management software solutions through GoVirtualOffice
• Services to assist clients in structure of a variety of sales, mergers, and acquisitions through Savvy Business Brokers

We proudly offer services throughout Wisconsin and nationwide with 11 office locations including Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo.

So how do I join?

First step is applying with your resume. After applying, you can typically expect the following steps in our hiring process: first a phone screen with HR, followed by an onsite interview for local candidates or virtual interview for remote candidates, and finally the candidate completes links for skills testing, reference checks, and background checks. Occasionally a 2nd interview could take place for certain roles.

Interested in a role with us, but don't see an opening that's the perfect match? Please message our Workforce Solutions HR team, Kayla Schaller-Greenwood or Allison Burgau, directly on LinkedIn to discuss how your skills could contribute to the team.

Building a diverse and inclusive workplace:

The MBE affiliate group is seeking diverse voices and backgrounds to join our team to help us thrive. We are an equal opportunity employer and work to provide an inclusive environment for all team members. We encourage you to reach out if requesting an accommodation makes our hiring process more accessible to you; please reach out to Kayla Schaller-Greenwood directly on LinkedIn.

Salary : $30,700 - $38,900