Client-Focused Firm Administrator & Operations Lead

Creative Financial Staffing, LLC; Fort Wayne (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Firm-paid continuing education

Job summary

Creative Financial Staffing, LLC seeks a Firm Administrator for the Greater Fort Wayne Area, Indiana. The role bridges operations and client relationships, reporting directly to firm ownership, with high visibility and a focus on keeping the firm running smoothly and deadlines on track.

The ideal candidate has 5+ years in professional services, strong Excel and practice-management software skills, and the ability to handle confidential information while prioritizing deadlines and capacity risks.

Qualifications

• 5+ years in a professional services environment such as public accounting, legal, insurance, or medical billing.
• Working knowledge of accounting or tax processes and document flow.
• Strong Excel, practice management software, and document portal experience.
• Ability to manage deadlines, prioritize competing demands, and handle confidential information with discretion.

Responsibilities

• Manage workflow, deadlines, and engagement tracking from intake through delivery.
• Coordinate client communication, scheduling, onboarding, and follow-up on missing information.
• Support billing, invoicing, accounts receivable, and administrative operations.
• Monitor staffing priorities and proactively identify capacity or deadline risks.
• Oversee office administration, vendor management, software renewals, and new hire setup.

Skills

Deadline management

Client communication

Confidential information handling

Tools

Excel

Practice management software

Document portal experience

Job description

Creative Financial Staffing, LLC seeks a Firm Administrator for the Greater Fort Wayne Area, Indiana. The role bridges operations and client relationships, reporting directly to firm ownership, with high visibility and a focus on keeping the firm running smoothly and deadlines on track.

The ideal candidate has 5+ years in professional services, strong Excel and practice-management software skills, and the ability to handle confidential information while prioritizing deadlines and capacity risks.