What are the responsibilities and job description for the Administrative Assistant Bookkeeper position at Proulx Family Financial?
Company Description Proulx Family Financial is a locally focused financial services organization dedicated to providing personalized support to individuals and families. The company values accuracy, trust, and long-term relationships, offering services that help clients manage their finances with confidence. Team members work closely with clients and colleagues to ensure that financial records and documentation are maintained with care. The work environment emphasizes integrity, reliability, and attention to detail, creating a setting where administrative and financial professionals can contribute meaningfully to client success.
Role Description The Administrative Assistant Bookkeeper is a full-time, on-site role based in North Chelmsford, MA. This role is responsible for managing day-to-day administrative tasks such as answering calls, scheduling appointments, organizing records, and maintaining client files. The position also includes bookkeeping duties, including preparing and reconciling financial statements, entering and reviewing journal entries, and maintaining accurate ledgers. The Administrative Assistant Bookkeeper will use accounting software to record transactions, monitor accounts, and assist in basic financial reporting. This role works closely with other team members to support office operations, ensure timely completion of tasks, and provide dependable service to clients.
Qualifications
- Demonstrated ability to manage bookkeeping tasks, including Financial Statements and Journal Entries (Accounting).
- Proficiency with Accounting Software and a solid understanding of Finance fundamentals.
- Strong organizational and administrative skills, including document management and appointment scheduling.
- Attention to detail, accuracy in data entry, and ability to maintain confidential information.
- Effective written and verbal communication skills and a professional, client-focused demeanor.
- Ability to work on-site in North Chelmsford, MA, and collaborate with a small team in an office setting.
- Prior experience in bookkeeping, administrative support, or a related financial role is preferred.
- Relevant coursework or a degree in Accounting, Finance, Business Administration, or a related field is beneficial.