Administrative Assistant

About the role

Do you thrive in a fast-paced, detail-driven environment where reliability and initiative truly make a difference? 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 our busy season when document management, scanning, and organization are key to serving our clients efficiently. You will play an important role in helping the team stay organized, responsive, and on track during high-volume periods.

Responsibilities

• Manage high-volume document scanning and uploads within our Autoflow system while supporting efficient digital workflows across the team.
• 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.
• 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.
• Work from a shared team inbox and contribute to visibility tools (KPIs, workload tracking) that help the team spread work evenly and monitor productivity.

Requirements

• 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.

Benefits

• Time Off: 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.
• Health Insurance Benefits: Medical, dental, vision; Life and long-term disability insurance; Health savings – annual contribution of $1,500, flexible spending, and dependent care.
• Retirement Savings: 401(k) plan with 1.5% match; 5% discretionary profit sharing.

Pay

A reasonable estimate of the current range is $23.00–$26.00 per hour.

Schedule

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