This Bookkeeper Position Features:
b Responsibilities
Professional phone manner to handle and triage incoming client and vendor calls.
Download, scan, fax, edit, and manipulate a high volume of PDF documents.
Prepare, modify, and format spreadsheets using Excel including simple mathematical formulas.
File or sort client paper financial and/or client personal documents as needed.
Update client database with informational changes. Research and obtain any missing information.
Responsible for managing and updating owner's calendar, registration for events, and travel arrangements.
Open, sort, scan, and e-file all incoming mail. Manage postage meter and outgoing mail.
Coordination, agenda preparation, and technology set-up for office meetings.
Draft and manage protocols for office procedures.
Manage inventory and online ordering of office supplies and maintain office equipment and vendors.
Participate in daily team-based interactions to resolve issues pertaining to clients’ needs.
Accurately and efficiently format, proof, finalize and distribute documents, adhering to established guidelines.
Confirm completeness and accuracy of own work and check the work of others in order to minimize errors.
Client support (as needed). Travel to client residences or banks to perform client related activities.
Assist with client AP (keep financial records in client files in good order, perform bank reconciliations in Quicken, and assist with client payables tracking).
Apply for this great position as a bookkeeper today!
Proactive, responsible, punctual with the highest standards of personal Integrity.
Confident proficiency in the MS Office Suite, with emphasis on Word and Excel, Adobe Acrobat and basic familiarity with other technology platforms such as DropBox, GoogleD
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