We are a growing financial planning firm seeking a pleasant, intelligent, and highly organized professional to join our team. This position is ideal for someone who thrives in a quiet, focused environment and is looking to build a long-term career in a professional office setting. Significant opportunities for professional growth and advancement are available for motivated individuals
Key Responsibilities and Duties
Greet clients and ensure a warm, welcoming office environment.Financial Support and Processing:
Accounts Payable and Receivable: Manage and process invoices, and payments. Assist with deposits and monitor accounts.Bookkeeping and Data Entry: Accurately enter financial data, transactions, and accounting information into software programs (e.g., QuickBooks, Excel, proprietary systems).Reconciliation: Assist with bank and account reconciliations to ensure accuracy.Reporting: Compile, organize, and prepare financial reports, spreadsheets, and documentation for audits, financial statements, and budget tracking.Document Management: Organize, manage, and securely file financial documents (both physical and digital), such as receipts, contracts, and reports.Administrative and Clerical Support:
Office Coordination: Coordinate team meetings, manage office resources, and ensure the office is organized.Communication: Answer and screen telephone calls, respond to emails, and act as a liaison between the office and external vendors/clients.Clerical Tasks: Perform general clerical duties, including copying, scanning, faxing, and handling mail distribution.Scheduling : Manage calendars, schedule appointments,Customer Service: Provide professional customer service and respond to internal and external inquiries regarding financial policies or procedures.
Qualifications and Skills
Education and Experience:
High school diploma or GED equivalent is typically the minimum requirement.An Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field is often preferred.Previous experience (1-3 years) in an administrative, clerical, or finance-related role is commonly required.Required Skills:
Financial/Technical Acuity:Basic knowledge of general accounting and bookkeeping principles (e.g., Accounts Payable, Accounts Receivable).Proficiency in Microsoft Office Suite, especially Microsoft Excel (for spreadsheets, data analysis, and reporting).Familiarity with financial and accounting software (e.g., QuickBooks).Core Competencies:Meticulous Attention to Detail and Accuracy: Essential for handling financial data and preventing errors.Strong Organizational and Time-Management Skills: Ability to prioritize tasks, meet strict deadlines, and manage a high volume of work.Excellent Communication Skills: Professional demeanor and the ability to communicate clearly, both verbally and in writing.Integrity and Confidentiality: Discretion in handling sensitive financial information.Problem-Solving: Ability to identify discrepancies and proactively resolve issues.Self-Starter: Ability to work both independently and collaboratively as part of a team.Company DescriptionGrowing financial planning firm with significant opportunities for professional growth and advancement.Company DescriptionGrowing financial planning firm with significant opportunities for professional growth and advancement. Read Less