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Castle Wealth Management
West Palm Beach, FL | Full Time
$36k-44k (estimate)
Just Posted
Administrator / Bookkeeper
Castle Wealth Management West Palm Beach, FL
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$36k-44k (estimate)
Full Time Just Posted
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Castle Wealth Management is Hiring an Administrator / Bookkeeper Near West Palm Beach, FL

Job Description

Job Description

The Administrator / Bookkeeper is primarily responsible for general office functions, such as answering the phone, ordering office supplies, scheduling meetings, booking travel as well as internal accounting functions.

Candidate must be very well organized, detail oriented, and self-motivated.

Duties & Responsibilities Include :

· Answer and route calls

· Log mail

· Schedule appointments

· UPS/FedEx mailing and tracking

· Assist with planning client events

· Order catering for group/client lunches

· Order office supplies

· Process employee expense reports

· Support compliance audits and document preparation

· Run monthly and quarterly client billing in Tamarac system

· Process accounts payable

· Data entry into QuickBooks

· Process solicitor payments and employee commissions

· Book office travel and keep TripIt itineraries

· Schedule and book team outings

· Various duties as needed to support the overall firm operations

Company Description
We are the oldest woman-owned registered investment advisory firm in West Palm Beach. Founded in 1997, we offer full multi-generational, tax-efficient wealth management services to clients, many of whom are women, doctors, retirees, and small business owners.

Company Description

We are the oldest woman-owned registered investment advisory firm in West Palm Beach. Founded in 1997, we offer full multi-generational, tax-efficient wealth management services to clients, many of whom are women, doctors, retirees, and small business owners.

Job Summary

JOB TYPE

Full Time

SALARY

$36k-44k (estimate)

POST DATE

05/28/2024

EXPIRATION DATE

06/10/2024

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Castle Wealth Management
Full Time
$38k-48k (estimate)
1 Week Ago

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