What are the responsibilities and job description for the Part-Time Client Account Administrator position at My Employee Manager?
Overview Description
The Part-Time Client Account Administrator supports the daily operations of the firm by assisting with data entry, financial record organization, and administrative coordination. This role focuses primarily on entering and maintaining accurate financial information in bookkeeping systems while also supporting general office tasks that help the firm operate efficiently.
The position is well suited for someone who enjoys detail-oriented work, organization, and supporting a small professional team. The ideal candidate will demonstrate reliability, strong attention to detail, and the ability to manage multiple tasks while maintaining accuracy and confidentiality.
Duties Include but Not Limited To
- Enter financial transactions into bookkeeping software such as QuickBooks or similar platforms
- Record and categorize expenses, invoices, and payments
- Assist with accounts payable and accounts receivable data entry
- Organize receipts and supporting financial documentation
- Maintain digital and physical client financial records
- Assist with basic bank and credit card reconciliation preparation under supervision
- Prepare and organize documents needed for monthly bookkeeping reports
- Identify and flag discrepancies or missing documentation
- Scan, file, and organize financial records and client documentation
- Assist with document preparation and general administrative tasks
- Maintain organized client folders and digital file systems
- Assist with tracking incoming mail and financial documents
Key Company Initiatives Include
- Supporting the firm’s commitment to accurate and timely financial recordkeeping
- Maintaining organized and secure client files
- Helping ensure bookkeeping tasks are completed efficiently to support client service timelines
- Assisting the team in maintaining smooth office operations and workflow
- Supporting the firm’s goal of providing professional, responsive service to clients
- Maintaining a high level of confidentiality and professionalism when handling financial information
Key Skillsets
- Strong attention to detail and accuracy in data entry
- Basic understanding of bookkeeping and financial recordkeeping principles
- Proficiency with accounting software such as QuickBooks, Xero, or similar systems
- Comfort working with spreadsheets such as Microsoft Excel and Google Sheets
- Ability to organize and manage digital files and financial documentation
- Strong time management and ability to prioritize multiple tasks
- Ability to maintain confidentiality when working with financial information
Additional Skillsets
- Previous experience in bookkeeping support, administrative work, or office coordination
- Strong written and verbal communication skills
- Ability to work independently and take initiative when completing assigned tasks
- Professional and dependable work habits
- Ability to learn new software systems and processes quickly
- Customer service mindset when interacting with clients or team members
Pay: From $21.00 per hour
Expected hours: 15.0 – 20.0 per week
Work Location: In person
Salary : $21