Overview

Frank, Rimerman Co. LLP is an accounting and financial consultancy firm serving the accounting, tax and strategic growth needs of today's high net worth individuals and the businesses they control. Founded in 1949, the Firm has deep roots in the Bay Area's technology and business communities. Our professional services include Tax Consulting and Planning, Assurance and Advisory Services, Accounting and CFO Services, Litigation Support, Business Valuation and Business Consulting. Our Services to the Firm department supports the internal and external efforts of our partners, our department staff and clients.

We are looking for an additional person with strong interpersonal skills and positive work ethic to work in our Family Office administrative services team. This is an amazing opportunity to put your experience, attention to detail, and pride in producing the best results to work, while working with various members of our specialized, professional service staff.

Responsibilities

• Provide high level administrative and business support to Family Office Partners, in addition to supporting other members of the management team to leverage time and productivity.
• Understand their Partners workflow, deadlines, clients, and key initiatives they are involved in.
• Manage and maintain meetings, events, appointment schedules, and calendars for assigned Partners.
• Effectively use Outlook features for arranging group calls and meetings. Assist with meeting room reservations.
• Proactively adjust schedules and keep supported internal/external clients aware of changes on a timely and accurate basis.
• Effectively manage conflicting priorities by organizing workflow, and promptly communicating potential issues with your assigned Partner and direct manager if assistance is needed.
• Effectively prioritizes events and appointments, ensuring that meetings, deadlines presentations and other duties of the Partners are carried out seamlessly.
• With guidance, manage certain administrative aspects of client engagements.
• Accurately and efficiently format, proof, finalize and distribute Firm documents, adhering to the established guidelines and quality control methodologies and standards.
• Assist with time and expense entry, and client billings and collections for assigned Partners.
• Develop an in-depth understanding of firmwide services.
• Assist with other administrative duties, including but not limited to other practice support areas as needed.

Qualifications

• 5 years of administrative and/or executive assistance, Partner or C-level support experience
• Strong customer service skills
• Excellent verbal and written communication skills
• Strong attention to detail, and a commitment to quality
• Proven ability to take initiative and responsibility for completing work independently and within a team environment
• Able to perceive and analyze problems, develop alternatives, and implement resolutions
• Extensive technical knowledge of the Microsoft Office Suite and Adobe
• Must be able to scan for long periods of time.
• Must be able to lift boxes up to 25lbs. 
• Excellent technology skills with an aptitude to learn new applications and perform work electronically

The hourly pay range for this position is $36.05 - $45.67 per hour, plus overtime where needed.

This position is not eligible for sponsorship. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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