Administrative Assistant - Topel Forman

Job Description

Topel Forman is seeking an organized and detail-oriented Administrative Assistant to join our team. As the Administrative Assistant, you will work within the operations team to provide administrative support to the project team with day-to-day duties in supporting a project life-cycle through, supporting our clients, organizational, and process improvement tasks that will streamline the internal and external operations of the management team and provide excellent client service.

We are a growing firm looking for someone to hit the ground running by becoming an integral part of the team. No two days will ever be the same, so this person should enjoy working in a fast-paced, evolving setting that is driven by tight deadlines. This hybrid position will require 2-3 days in our Chicago office during the project season, which usually occurs during May, August, and September. Days could vary based on workload.

Responsibilities

• Maintaining client investment inboxes to gather necessary information
• Assist with client project tracking and updating client information
• Assist with year-end project administration tasks, such as rolling over client information and updating internal and external databases and procedures
• Proactively plan and prepare for cyclical projects and deadlines
• Fosters and builds positive relationships within the team, the Firm, and with clients

Required Qualifications

• 1 to 3 years of relevant administrative assistant experience in a small to mid-size office environment or a Family Office
• General understanding of financial and accounting terminology
• Proficient knowledge of MS Office Suite, and excel, including X/Vlookup, data validation features, pivot tables, and, macros
• Advanced proficiency with Adobe Acrobat
• Effective interpersonal skills and flexibility to adapt to a variety of personalities
• Ability to provide premier service to internal/external clients with a can-do attitude
• Strong organizational skills and attention to detail
• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
• Professional demeanor and the ability to handle firm and client information confidentially
• Must be able to work overtime seasonally (May-September) including evenings and weekends

About Us
Listed as one of Inside Public Accounting's Best of The Best Firms for the third time in four years,Topel Forman is a leading certified public accounting firm. As a leading firm, Topel Forman has been serving a range of individuals and professionals, to family-owned businesses and corporations for over sixty years, providing accounting, tax, attestation, family office, and advisory services. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides accessibility to professional growth and collaboration that offers a dynamic and engaging work experience.  We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits, and a flexible work environment. We offer the opportunity for you to work where you feel comfortable whether it's in the office, at home or remote. A 2022 winner of Top Workplaces, we live by our values of flexibility, integrity, respect, and excellence. For more information on Topel Forman, please visit our website at www.topelforman.com. 

Benefits

• Competitive salary with the range of $60,000 to $75,000, with annual merit increases 
• 35-hour workweek during non-busy season 
• Flexible working options
• To learn more about our firm and benefit offerings, please visit our careers page.