What are the responsibilities and job description for the Administrative Assistant position at KEEPING THE BOOKS NE LLC?
The Administrative Assistant will play a key role in supporting internal operations, client communication, and administrative systems. This position requires professionalism, discretion, strong organizational skills and the ability to follow structured processes in a financial services environment. Must be comfortable handling confidential information. We value, transparency, accountability and integrity.
Responsibilities
- Answering phones & greeting clients
- Client onboarding & document follow-up
- Send engagement letters, contracts and standard client communications
- Scanning documents & organizing client folders; both physical and digital
- Assist with W-9 and vendor documentation
- Manage office supplies; order & fill as needed
Qualifications
- 2 years of administrative experience
- 40-50 words per minute type speed
- Professional written & verbal communication skills
- Organizational & time management skills
- Active listening & attention to detail
- Proficient in basic office applications; Word, Excel, Gmail, Adobe Acrobat (PDF manipulation)
Desired Not Required
- Individual that is familiar with Social Media and posting.
- Familiarity with QuickBooks Online - This role offers the opportunity to grow within the accounting firm. For the right candidate, responsibilities may expand to include bookkeeping support.
If you are organized, dependable and excited to grow with a small business, we would love to hear from you!
Our Vision
We strive to be the leading outsourced, remote accounting department for growing businesses in New England. Our goal is to empower business owners to truly understand their financial statements while confidently managing their monthly bookkeeping. Internally, we are committed to building a strong team, offering employees livable salaries, meaningful benefits, and a collaborative environment where their voices contribute to our continued growth.
Our Core Values
Transparency, accountability, and integrity guide everything we do.
We strive to be the leading outsourced, remote accounting department for growing businesses in New England. Our goal is to empower business owners to truly understand their financial statements while confidently managing their monthly bookkeeping. Internally, we are committed to building a strong team, offering employees livable salaries, meaningful benefits, and a collaborative environment where their voices contribute to our continued growth.
Our Core Values
Transparency, accountability, and integrity guide everything we do.
Salary : $18 - $22