Bookkeeper

Overview

At our Offices, client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate will have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with audits, spreadsheets, and other productivity software. Apply today and help us build meaningful, long-lasting relationships that move our business forward.

Reports To

Chief Operations Officer

Objectives of this Role

• Serve as the main point of contact in financial matters related to client concerns and needs
• Maintain accurate client records, keeping track of financial updates and accounts
• Work with administration and other internal teams to develop strategic plans and ensure KPIs are being met
• Maintain a detailed financial history of client accounts and assist account managers in communicating with clients.
  
  

Daily And Monthly Responsibilities

• Provide financial account support to your team, and maintain an organized, clean office environment
• Provide direct administrative support to senior leaders, including email correspondence, and generation and distribution of memos, letters, spreadsheets, forms, and faxes
• Maintain filing system and a contact database such as a CRM
  
  

Skills And Qualifications

• Undergraduate or equivalent experience
• Proven accounting experience
• Superb written and verbal communication skills
• Strong time-management skills and multitasking ability
• Be willing to learn new skills and be detailed oriented
• Proficient in Google Workspace, especially with Google Sheets with the aptitude to learn new software and systems
  
  

Preferred Qualifications

• Previous success in financial accounting
• Experience managing budgets and expenses
• Experience developing internal processes and filing systems
• Comfortable handling confidential information
• Experience with a CRM is a plus.
  
  

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