Firm Administrator

CFS; Fort Wayne (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

CFS in Greater Fort Wayne Area, Indiana seeks a Firm Administrator to keep operations running smoothly, manage workflows and engagement tracking from intake to delivery. This role offers high visibility with firm ownership and cross-functional involvement across client relationships and admin tasks.

Candidates should have 5+ years in professional services, strong Excel and practice management software skills, and the ability to handle confidential information with discretion.

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

Leadership

Time management

Client communication

Tools

Excel

Practice management software

Document portal

Job description

Salary: $60,000-$90,000

Location: Greater Fort Wayne Area, Indiana

Why This Opportunity Stands Out

• Be the go-to leader who keeps the entire firm running smoothly and deadlines on track.
• Work directly with firm ownership and gain high visibility across operations and client relationships.
• Join a client-focused culture where relationships, reputation, and community matter.
• Opportunities to receive firm-paid continuing education to support your professional growth.

Key Responsibilities For The Firm Administrator

• 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.

Qualifications For The Firm Administrator

• 5+ years of experience 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.

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