Position Overview
Description
We are looking for an experienced OFFICE MANAGER to join our team in Miami, Florida FOR AN IN PERSON ROLE IN THE DADELAND AREA. The ideal candidate will have a strong grasp of financial operations and possess advanced skills in SALESFORCE and bookkeeping practices. This role requires attention to detail and the ability to manage various human resource and accounting tasks efficiently on small, but mighty team. IDEAL CANDIDATE HAS WORKED IN THE WEALTH MANAGEMENT /FINANCIAL SERVICES industry.
Responsibilities:
• Handle daily administrative tasks, ensuring smooth set up for daily operations
• Manage accounts payable and accounts receivable processes promptly and accurately.
• Perform bank reconciliations to ensure all transactions are properly accounted for.
• Utilize Salesforce to organize and track customer information.
• Generate and analyze financial reports to support business operations.
• Collabor...