What are the responsibilities and job description for the Admin Assistant / Bookkeeping Support position at Benefit Plan Administrators, Inc.?
Job description:
We are seeking a reliable, detail-oriented Administrative & Financial Support Specialist to assist with both office administration and financial operations. This role is ideal for someone with an accounting background or strong bookkeeping experience who also enjoys administrative work and being a central support person for the office.
This is not a CPA or staff accountant role, but it does require strong comfort with numbers, reconciliations, and accuracy.
Administrative Responsibilities
- Provide general administrative support to management and staff
- Answer phones, respond to emails, and assist visitors as needed
- Manage calendars, scheduling, and internal coordination
- Prepare correspondence, reports, and basic documents
- Maintain organized electronic and paper filing systems
- Assist with internal processes and office operations
Financial & Bookkeeping Support
- Perform bank reconciliations and assist with balancing multiple accounts/funds
- Support accounts payable and accounts receivable
- Assist with general ledger activity and financial tracking
- Help maintain accurate financial records and resolve discrepancies
- Support basic financial reporting as needed
Qualifications
- Accounting degree or equivalent hands-on bookkeeping/accounting experience
- Strong attention to detail and accuracy with numbers
- Experience using bookkeeping or accounting software
- Working knowledge of Excel and Word (comfortable with spreadsheets)
- Strong organizational, communication, and interpersonal skills
- Ability to manage multiple priorities in both administrative and financial tasks
Helpful (But Not Required) Experience
- Trust fund or benefit plan administration
- Calculating premiums or benefit-related payments
- Interim tax filings
- Experience working with multiple funds or entities
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Education:
- Associate (Preferred)
Experience:
- Bookkeeping: 1 year (Preferred)
Work Location: In person