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Administrative Coordinator

Wouch Maloney CPAs & Business Advisors

Administrative Coordinator

Wouch, Maloney & Co., LLP, a growing accounting and advisory firm, is looking for a highly organized, detail-oriented, energetic Administrative Coordinator. This position supports our team by managing administrative, billing, and other operational tasks. This role is critical in removing non-billable work from partners and managers, allowing them to focus on client delivery.

The ideal candidate is highly professional, technically skilled, and takes a hands-on, solution-focused approach. You are someone who anticipates needs, identifies issues early, and follows through to resolution.

Key Responsibilities

  • Billing, Invoicing & Collections
  • Run necessary reports to prepare, review, and finalize client invoices on Excel spreadsheet and run reports at end of billing period
  • Ensure invoices are accurate, timely, and consistent
  • Monitor accounts receivable and follow up on collections professionally and assertively
  • Provide updates to partners and managers on outstanding balances
  • Administrative & Firm Support
  • Open new clients, add projects, maintain client information in Axcess
  • Prepare, format, proofread, and finalize documents using Microsoft Word
  • Create and maintain spreadsheets and track logs in Excel
  • Assist with client correspondence, engagement letters, and deliverables
  • Maintain organized electronic and physical filing systems, according to record retention guidelines
  • Manage reception duties, including phones, mail, and office supplies
  • Process & Workflow Management
  • Track tasks and ensure timely follow-through
  • Monitor administrative workflows and identify inconsistencies
  • Coordinate communication between staff, partners, and vendors

Required Skills & Qualifications

  • Strong proficiency in Microsoft Word and Excel
  • Exceptional attention to detail and organizational skills, diligent and accurate
  • Ability to manage multiple priorities and meet deadlines
  • Clear, professional written and verbal communication skills
  • Comfortable working in a fast-paced, deadline-driven professional environment
  • Client-focused mindset with high degree of professionalism

Preferred Experience

  • Experience in a public accounting or professional services environment
  • Background in billing and collections
  • Familiarity with CCH Axcess, ShareFile, SafeSend a plus
  • Associate or bachelor's degree preferred

Benefits

  • Competitive pay
  • Comprehensive benefits including health, dental vision, life insurance and short and long-term disability, 401(k) with company match, flexible benefits programs including FSA, HSA and HRA
  • Inclusive culture with team outings, service projects, sports events and more!
Wouch Maloney CPAs & Business Advisors
Vacancy posted more than 2 months ago

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