Teams at Aldrich Company

Supports wealth management client services through client onboarding, account maintenance, record updates, document organization, reporting, meeting materials, research, data gathering, workflow tracking, and team projects. Participates in training and shadowing while maintaining confidentiality, professionalism, accuracy, and effective communication. This temporary summer internship requires 32 hours weekly for eight weeks and in-person attendance at the Lake Oswego office.

Administrative Assistant supporting a CPA administrative team through tax-return and financial-statement preparation, client onboarding, electronic filing, document scanning, digital uploads, records management, phone coverage, front-desk support, shared inbox management, and workload tracking. The role requires accuracy, organization, discretion, adaptability, and reliable performance in a fully onsite, high-volume environment, including occasional Saturday work during busy season.

Manage audit, review, and compilation engagements from planning through completion; oversee client service, engagement teams, budgets, billings, and collections. Provide technical guidance on accounting and audit matters, review workpapers and financial statements, maintain client relationships, mentor staff, support business development, and improve engagement processes.