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Proof and Formatting Administrative Assistant

Description

Join Aldrich, a leading accounting firm, as an Administrative Assistant and become an integral part of our administration team! You'll support our operations by assisting with financial statements, letters, and reports in Word and Excel. Your keen eye for detail will ensure the accuracy and compliance of documents with firm guidelines. Additionally, you'll have the opportunity to showcase your creativity by drafting proposals for prospective client engagements. If you're a proactive problem solver with excellent organizational skills, we invite you to join our team at Aldrich and make a difference in the lives of our clients!
 

Why Aldrich

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


Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.


Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. 


Aldrich is an equal opportunity employer.


Check out more about Aldrich at https://aldrichadvisors.com/.

Requirements

  • One-year certificate or degree from a college or technical school preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, and general understanding of PowerPoint
  • Experience proof reading, editing, and/or formatting documents

You’ll Get a Chance To

  • Support the financial services group by preparing financial statements, letters, and ratio reports in Word and Excel, ensuring accuracy and presentation from data input to finalization.
  • Proofread financial statements, management letters, proposals, and reports for grammar, spelling, format, and mathematical precision, upholding our firm's standards of excellence with your attention to detail.
  • Assist in drafting proposals for prospective client engagements, ensuring clarity and professionalism while supporting the business development efforts of the team.
  • Collaborate with team members to streamline administrative processes and enhance efficiency.
  • Assist in the creation and maintenance of documentation, reports, and presentations with meticulous attention to detail.
  • Provide administrative support such as scheduling appointments, managing emails, and handling phone calls.
  • Maintain organized filing systems for easy access to documents and information.

What You Bring to the Team

  • Demonstrates respect, integrity, and trustworthiness, aligning with organizational values; maintains confidentiality and communicates effectively.
  • Follows instructions, takes ownership of tasks, and ensures commitments are met with meticulous attention to detail and thoroughness, particularly in proofreading and formatting.
  • Thrives in fast-paced environments, adept at handling pressure, meeting deadlines, and managing multiple busy seasons; excels at workload prioritization and efficient time management.
  • Adapts flexibly to evolving work environments, adept at managing competing demands, and adeptly adjusts approaches to suit changing situations.

How We’ll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

  • Medical, dental, vision, life, and disability insurance
  • Health savings, flexible spending, and dependent care
  • 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • 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 and Paid Parental Leave

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 for the full-time position is $20.00-26.00 per hour. 


For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.


What You Should Know

This is a full-time hybrid position out of one of our offices based in OR, WA, or CA. 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. 


To Apply

Submit your resume today!


We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. 

Average salary estimate

$47850 / YEARLY (est.)
min
max
$41600K
$54100K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Aldrich is a Top 100 firm of advisors, independent Certified Public Accountants and business consultants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public and nonprofit organization...

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Full-time, hybrid
DATE POSTED
June 11, 2025

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