Bookkeeper / Admin

We are seeking a professional with strong customer service experience and familiarity with QuickBooks Online. The ideal candidate is smart, articulate, and tech-savvy, with a genuine interest in working with clients and using modern technology tools such as ChatGPT, Excel, Word, and QuickBooks.

This role is an excellent opportunity for someone looking to enter and grow within the accounting and bookkeeping industry.

Administrative responsibilities include answering phones, filing, scanning documents, and scheduling or modifying client appointments. The position will also support basic bookkeeping functions and assist with onboarding new clients.

We are a bookkeeping firm, so experience with QuickBooks and general bookkeeping is a strong plus. However, we are willing to train the right candidate and help them get up to speed.

Responsibilities will include:

· Clerical office duties

· Assisting co-workers when needed.

Bookkeeping/payroll/ bill pay and recording day to day

· Customer Service

· Onboarding new clients

Qualifications

• 2 years accounting, bookkeeping, financial and technical support experience with an emphasis on providing excellent service in a customer care role.
• Excellent problem-solving skills and the ability to learn our products and services
• A commitment to personal high standards proven by the desire and ability to contribute to team and company goals
• Must be able to type at least 55 wpm
• Excellent verbal, written communication skills and effective listening skills, and inspire confidence while leading customers through the steps to resolve issues via phone and email.

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Experience:

• QBO or QuickBooks Desktop recent 2023 or newer: 2 years (Preferred)
• Bookkeeping-entering bills, payroll, bank/CC reconciliations: 2 years (Preferred)
• Administrative Assistant setting up files, scanning, phone: 2 years (Preferred)

Work Location: In person