Firm Operations Leader | Client Relations & Growth

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

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.