What are the responsibilities and job description for the Client Services & Bookkeeping Specialist position at Jerry Bakewell & Assoc Inc?
Client Services & Bookkeeping Specialist
We’re looking for a dependable, detail oriented team member who enjoys people and numbers. This position plays an important role in keeping our day to day operations organized while also creating a welcoming, professional experience for our clients.
You’ll move between bookkeeping and administrative responsibilities, client communication, and the many little details that help a business run well.
You’ll be responsible for:
Answering phones and assisting clients
Maintaining organized files and information
Managing scheduling and administrative tasks
Following established processes and deadlines
Protecting confidential client information
Performing bookkeeping and financial data entry responsibilities
Maintaining accuracy in all records
Helping teammates when priorities shift
Looking for ways to make every day processes more efficient
You’ll thrive here if you:
Enjoy helping people
Are comfortable learning new software and processes
Take pride in doing things accurately
Follow through on commitments
Can move between detailed work and interruptions without losing
your place
Ask questions rather than guessing
Can receive feedback without taking it personally
Notice what needs to be done
Enjoy being part of a team
Understand that great client service and accurate bookkeeping are
equally important
You don’t have to know everything on Day 1. We’re interested in someone who brings the right combination of ability, curiosity, reliability and willingness to learn.
This isn’t a job where you’ll spend all day focused on a computer. You’ll move between detailed financial work, client communication, phones, and unexpected interruptions. Some days will require intense concentration. Others will require you to put down what you’re doing and help someone standing in front of you. We’re looking for someone who enjoys that variety and can stay accurate when the day gets busy.
Pay: $10.00 - $15.00 per hour
Expected hours: 42.0 per week
Benefits:
- Dental insurance
- Health insurance
- Paid training
Application Question(s):
- What type of work do you find most satisfying? What type of work tends to drain you?
Work Location: In person
Salary : $10 - $15