Position Overview
- Office Management: Organize and maintain client files, documents, and financial records in a systematic manner.
- Client Interaction: Handle client inquiries, schedule meetings, and assist with paperwork or documentation needed for bookkeeping services.
- Support Bookkeeping Team: Assist bookkeepers with administrative tasks like data entry, organizing receipts, and maintaining financial records.
- Data Entry: Input financial transactions into accounting software or spreadsheets accurately.
- Document Preparation: Prepare and send invoices, reports, and statements to clients or vendors.
- Education: High school diploma or equivalent (associate’s or bachelor’s degree in business or accounting is a plus).
- Experience: Prior experience in administrative or office support roles, especially in bookkeeping or accounting settings, is preferred.
Skills:
- Proficiency with office software (e.g...