Administrative Assistant

Aldrich; Lake Oswego (OR); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Vacation & sick leave (PTO)

Paid holidays

Volunteer time

Sabbaticals

Parental leave

Medical, dental, vision insurance

Life and disability insurance

Health savings account

401(k) match

Profit sharing

Job summary

Aldrich CPAs + Advisors in Lake Oswego, OR is seeking a proactive Administrative Assistant to support our CPA admin team in a fast-paced, detail‑driven environment. You will manage high‑volume document scanning and uploads, onboard clients, and support digital workflows to keep our busy season and daily operations running smoothly.

This on‑site role values reliability and initiative. Join a collaborative firm that emphasizes accountability and professional growth, with regular hours and

Qualifications

• Bachelor’s degree or equivalent education/experience preferred.
• At least one year of experience in a customer service or professional office environment.
• Proficient with Microsoft Word, Excel, Outlook, and Teams.
• Strong written and verbal communication with high attention to detail.
• Highly organized, dependable, and able to manage multiple priorities.
• Proactive, resourceful team player who can work independently under pressure.
• Ability to handle confidential information discreetly.
• Comfort working with new technology platforms and digital workflows.

Responsibilities

• 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.
• Answer and direct phone calls, greet clients, and provide front-desk support.
• Adapt to new technologies and evolving responsibilities with initiative.
• Support document scanning workflows during busy season.
• Work from a shared team inbox and monitor productivity KPIs.

Skills

Communication skills

Organizational skills

Attention to detail

Ability to work under pressure

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

Microsoft Teams

Job description

Description

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.

In this role, you will manage high-volume document scanning and uploads within our Autoflow system while supporting efficient digital workflows across the team. Your work will directly impact the team’s ability to deliver timely, accurate service to our clients.

This is a great opportunity to join a collaborative, agile team that values accountability, respect, and continuous growth. If you are dependable, responsive, and motivated to support your team’s success, we would love to connect with you.

Why Aldrich

Aldrich is a growth-minded West Coast professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect.

Our leadership philosophy is grounded in a clear mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.

We prioritize our people and are committed to supporting their growth both personally and professionally. At Aldrich, employees are encouraged to bring their authentic selves to work while pursuing meaningful success in their careers and beyond.

Aldrich is an equal opportunity employer.

Check out more about Aldrich here.

Requirements

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

Aldrich offers a comprehensive benefits package that includes:

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

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $23.00-26.00 per hour.

For a full summary of our benefit offerings, check out Life at Aldrich here.

What You Should Know

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

We will likely not make a final hiring decision until late October due to our fall busy season.