What are the responsibilities and job description for the Part-time Bookkeeper/Office Manager/Customer Service Representative position at Be Well Insurance Solutions?
Part-Time Bookkeeper Opportunity at Be Well Insurance Solutions
Are you a detail-oriented numbers whiz with a passion for helping businesses grow?
Join our dynamic team at Be Well Insurance Solutions as a Part-Time Bookkeeper and play a pivotal role in keeping our finances running smoothly while enjoying the flexibility that fits your lifestyle. We're a close-knit company located in California, dedicated to providing comprehensive insurance solutions that promote wellness and security for our clients. If you thrive in a supportive environment with room for creativity and autonomy, this is your chance to contribute to something meaningful without the full-time grind!
Key Responsibilities:
- Manage day-to-day bookkeeping tasks, including accounts payable/receivable, invoicing, and reconciliations using tools like QuickBooks.
- Prepare monthly financial reports, track expenses, and assist with budgeting to support smart business decisions.
- Handle payroll processing for a small team, ensuring accuracy and compliance with California tax regulations and employment laws.
- Collaborate with the owner and team on financial insights, identifying opportunities for cost savings and efficiency.
- Maintain organized records and assist with year-end preparations for audits or tax filings.
- Assist with general office tasks such as data entry, filing, and organization to support smooth operations.
This role is part-time (approximately 10-15 hours per week), with flexible scheduling to accommodate your needs—perfect for parents, students, or those seeking work-life balance. What We're Looking For:
- Proven experience in bookkeeping or accounting (2 years preferred; certification like QuickBooks ProAdvisor is a plus).
- Proficiency in QuickBooks (a must), along with strong skills in data entry, office management, office organization, and filing.
- Excellent attention to detail, organizational skills, and the ability to work independently.
- A "jack of all trades" mindset with a willingness to do what it takes to help out in various areas.
- A positive team player attitude, reliability, and a knack for problem-solving in a fast-paced small business setting.
- Associate's degree in accounting or related field is ideal, but equivalent experience will be considered.
No prior insurance industry knowledge required—we'll provide training on our operations!
Why Join Us?
- Flexible Hours & Remote Options: Work from home or our California-based office, with hours that suit your schedule.
- Pay: Starting at $18-20/hour (based on experience), plus performance bonuses.
- Growth Potential: Opportunities to expand your role as our business grows, including full-time possibilities down the line.
- Supportive Culture: Be part of a fun, collaborative team with perks like team outings, professional development stipends, and a relaxed vibe.
- Make an Impact: In a small business, your work directly influences our success—see the results of your efforts every day!
If you're ready to bring your expertise to a rewarding part-time role that values your skills and flexibility, we'd love to hear from you! Send your resume and a brief cover letter to Careers@bewellinsurance.com with the subject "Part-Time Bookkeeper Application." We review applications on a rolling basis—apply today and let's build something great together!
Job Type: Part-time
Pay: $18.25 - $20.00 per hour
Expected hours: 10 – 15 per week
Work Location: In person
Salary : $18 - $20