Administrative Assistant

Posted 18 Days Ago
Chicago, IL, USA
In-Office
60K-65K Annually
Junior
Fintech • Professional Services • Financial Services
The Role
The Administrative Assistant will support the Audit team with administrative tasks, client support, and documentation management while ensuring efficient operations in a fast-paced environment.
Summary Generated by Built In

Job Overview

The Audit team at Topel Forman is looking for a smart, self-driven, reliable, and well-rounded Administrative Assistant to join their team. As the Administrative Assistant, you will support the Audit team with day-to-day duties, including administrative, organizational, and process-driven projects that help facilitate the internal and external operations of the Audit team and support excellent client service. 

We are a growing firm and 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 position is a hybrid position with at least one day in the office at our Chicago, IL location. Days could vary based on workload. 

Responsibilities 

  • Monitor and manage the shared inbox, ensuring timely response and completion of incoming requests. 
  • Prioritize Financial Statement tasks to maintain efficient turnaround times. 
  • Audit Engagement Documentation Management 
  • Provide cross-functional administrative support to audit, tax, and executive assistant teams. 
  • Provide administrative and operational support to the firm.
  • Client Support 
  • Correspondence 
  • Billing 
  • Assembly/Scanning/Bookmarking 
  • Department administrative overflow 
  • Performs special projects and other accounting tasks as needed or assigned.

Required Qualifications 

  • 1 to 3 years of relevant administrative assistant experience in a small to mid-size fast-paced office environment 
  • Proficient in MS Office Suite (Excel, Word, and Outlook) and Adobe Systems 
  • Highly detail‑oriented and well‑organized, with the ability to manage multiple tasks in a deadline-driven environment 
  • Strong communication skills, both written and verbal, will be necessary 
  • Monthly & seasonal overtime is required (February-June, August – October), including evenings and weekends 
  • Must be able to work in the office for a minimum of one day per week (flexible on day of the week

Who We Are 

Topel Forman is a leading certified public accounting firm in Chicago and Denver, providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely held and family-owned businesses and corporations across the United States. At Topel Forman, you’ll find the high level of talent and expertise you’d expect from a larger firm, but with accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at www.topelforman.com. 

Benefits 

  • Competitive salary range between $60,000-$65,000 
  • 35-hour average workweek   
  • Flexible working options 
  • To learn more about our firm and benefit offerings, please visit our careers page. 

Remote Work Internet Policy 

Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected. 

Skills Required

  • 1 to 3 years of relevant administrative assistant experience in a small to mid-size fast-paced office environment
  • Proficient in MS Office Suite (Excel, Word, and Outlook) and Adobe Systems
  • Highly detail-oriented and well-organized
  • Strong communication skills, both written and verbal
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The Company
HQ: Denver, Colorado
147 Employees
Year Founded: 1961

What We Do

Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services. Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best of The Best Firm for the third time in four years. A 2022 and 2023 winner of Top Workplaces in Chicago, we live by our values of flexibility, integrity, respect, and excellence. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides access to professional growth and collaboration, offering 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. The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide. You can learn more about our open positions on our website: www.topelforman.com/careers. Our offices are based in Chicago and Denver, and we are currently hiring remote and hybrid positions in audit, tax, and family office services. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Topel Forman, LLC. Please visit www.avantax.com/social_policy for more information

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