Practice Coordinator

Aldrich • Lake Oswego, OR

1d • Hybrid

About The Position

Aldrich is looking for a Practice Coordinator to join our specialized service team and play a key role in ensuring smooth, efficient client and internal operations. This position is perfect for someone with an executive assistant mindset who thrives on managing complex tasks, anticipating needs, and staying steps ahead in a dynamic environment. As a Practice Coordinator, you’ll work closely with staff, clients, and leadership, handling critical communications, organizing essential documents, and driving project milestones. If you're proactive, detail-oriented, and eager to dive into our business to make an impact, we’d love to meet you!

Requirements

• Bachelor’s degree and at least 1 year of experience in an administrative support or coordinator role within a professional office environment
• Strong organizational skills and meticulous attention to detail, especially in document proofreading and editing
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and excellent written and verbal communication skills
• Excellent interpersonal skills with the ability to handle difficult or sensitive client situations professionally
• Adaptability and efficiency in managing dynamic, competing demands
• Proactive work ethic, accountable for completing tasks on time
• Strong problem-solving skills, with the ability to recognize opportunities and develop creative solutions
• Ability to prioritize and take ownership of multiple tasks seamlessly
• Highly resourceful team player who can also work effectively independently
• Ability to work efficiently under pressure with minimal guidance

Responsibilities

• Organize and manage critical client documentation, including engagement letters, proposals, and tax documents, ensuring timely and accurate completion
• Proofread and edit client forms like Power of Attorney and extensions
• Coordinate client signatures, follow up, and maintain digital files
• Support billing by preparing invoices, running reports, and assisting with collections
• Act as a primary contact between clients and staff, facilitating smooth communication and strong relationships
• Manage the team leader's calendar, handle event registrations, and assist with expense report processing to maintain seamless operations
• Organize meetings, training, and special events, providing needed support

Benefits

• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings account with an annual company contribution of $1,500
• Flexible spending accounts
• Dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing
• 4 weeks of vacation and sick leave combined into a Paid Time-Off bank
• 10 paid holidays, including two floating holidays
• 16 hours of volunteer time
• 6-week paid sabbatical every 7 years
• 6 weeks of paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level