Client Accounting Services - Administrative Assistant
About The Position
Over 100 years of superior client service and pure organic growth - without a single merger! We are seeking a part-time Administrative Assistant to support our Client Accounting Services practice. Highlights: Flexible, hybrid opportunity offering 15-20 hours a week. Miller Cooper is proud to be named Crain’s Chicago 10th largest firm (2024), Accounting Today’s 55th largest firm in the US, 10th in the Great Lakes region (2025). Provide administrative support to one of Miller Cooper’s clients and our Client Accounting Services practice.
Requirements
- Must be willing to commute to client’s Rosemont office once per week.
- Must be willing to attend quarterly committee meetings from 4:00-6:00pm.
- Positive experience working with teams and clients.
- Verbal and written communication skills that are clear, firm and professional.
- Willing to be a key member of a collaborative team.
Responsibilities
- Download monthly bank/investment statements, private investment documents, tax documents (K1 and 1099), and other files from online portals.
- Receive, scan, and file mail and other documents.
- Assist with adding historical documents, tax returns, and other supporting documents to Board Effect.
- Assist the accounting team with completing annual census forms, annual reporting, and insurance renewals for family members.
- Attend and draft minutes for the quarterly Investment Committee Meetings.
Benefits
- 401k and profit-sharing.
- Earned paid-time-off as well as paid holidays, bereavement and parental leave, and 8 hours of paid volunteer time.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
