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Administrative Assistant

Aldrich
Lake Oswego, KSA
Full Time
Entry
Onsite
4 weeks ago
Microsoft OfficeDocument ScanningData EntryTax Return PreparationCustomer ServiceCommunication
Free

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Microsoft OfficeDocument ScanningData Entry
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Description

  • Aldrich CPAs + Advisors is seeking a proactive, tech savvy Administrative Assistant to support our CPA admin team.
  • This fully onsite role is critical to keeping day to day operations running smoothly, especially during busy season when document management, scanning, and organization are key.
  • You will manage high volume document scanning and uploads within our Autoflow system while supporting efficient digital workflows across the team.

You’ll Get a Chance To

  • Assemble and prepare tax returns, financial statements, and client correspondence
  • Onboard clients into Aldrich systems and digital platforms
  • Support the electronic filing process: transmit, log, and track returns
  • Coordinate, manage, and file electronic paperwork and records
  • Manage client document scanning and upload workflows using internal software systems, including quality control and timely digital filing
  • Answer and direct phone calls, greet clients, and provide front desk support as needed
  • Adapt to new technologies and evolving responsibilities with initiative and flexibility
  • Support document scanning workflows, including using internal platforms to verify and upload client documents accurately and efficiently during busy season
  • Work from a shared team inbox and contribute to visibility tools (KPIs, workload tracking) that help the team spread work evenly and monitor productivity

What You Bring To The Team

  • Bachelor’s degree from an accredited institution or equivalent combination of education and experience preferred
  • At least one year of experience in a customer service or professional office environment preferred
  • Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, and Teams
  • Strong written and verbal communication skills, with excellent attention to detail and accuracy
  • Highly organized and dependable, with the ability to manage multiple priorities and adjust to shifting deadlines
  • Proactive, highly resourceful team player who can work independently and under pressure
  • Sound judgment and the ability to handle confidential information with complete discretion
  • Comfort working with new technology platforms and digital workflow systems

How We'll Reward You

  • 4 weeks of vacation and sick leave in the form of a Paid Time Off bank
  • 10 Paid Holidays
  • 16 Hours of Volunteer Time
  • Paid Sabbaticals
  • Paid Parental Leave
  • Medical, dental, vision insurance
  • Life and long term disability insurance
  • Health savings annual contribution of $1,500, flexible spending, and dependent care
  • 401(k) plan with 1.5% match
  • 5% discretionary profit sharing

Compensation

  • A reasonable estimate of the current range is $24.00 30.00 per hour.

What You Should Know

  • This is a full time on site position out of our Lake Oswego office.
  • Standard office hours are Monday – Friday, 8 AM – 5 PM.
  • This position will require you to work on occasional Saturdays between February and April.

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