Office Administrator/Bookkeeper

Professional Services Firm - Naperville, IL

Full-time - Entry Level

Naperville, IL

Administrative and Support Services

About the position

The Office Administrator/Bookkeeper position at a Professional Services Firm in Naperville, IL, is designed for a skilled individual with a positive attitude to provide efficient administrative services. The role emphasizes quality client service and supports staff needs, fostering a great workplace culture. The firm values staff retention and offers opportunities for growth due to its specialized services. Candidates are expected to complete a skills test and phone screen for proper consideration.

Responsibilities

• Handling incoming calls and maintaining good rapport with clients, prospective clients, and vendors.
• Assisting staff members with administrative tasks such as scanning, printing, copying, faxing, and mailing.
• Maintaining office organization, including supply management.
• Creating, editing, and reviewing a variety of documents for communication and workflow.
• Coordinating travel arrangements and scheduling continuing education for staff.
• Assisting with marketing strategy and basic recordkeeping.
• Managing accounts payable, accounts receivable, and vendor/customer management.
• Monitoring customer receipts and managing time and billing.
• Assisting with tax-related tasks and organizing client tax folders.
• Assisting with investment documentation and compliance communications.

Requirements

• 3 to 7 years of total experience in a professional services firm (e.g., CPA, law, or financial services).
• Proficiency in MS Office and Office 365 (Word, Excel, PowerPoint, Outlook, TEAMS).
• Working knowledge of QuickBooks Desktop and/or Online or similar accounting software.
• Familiarity with tax software like CCH Axcess tax is preferred.
• Bilingual skills are a plus due to a diverse client base.
• Highly skilled in organization, detail-oriented, and capable of multitasking.

Nice-to-haves

• Notary Public license preferred.
• Experience in handling tax-related tasks and investment documentation.

Benefits

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan