What are the responsibilities and job description for the Part-Time Bookkeeper position at Retirement Income Planning?
Who We Are
Retirement Income Planning LLC is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. We provide our clients with a retirement plan that is customized to their specific needs and desires, as well as investment management services.
We are currently seeking a detail-oriented and organized Part-Time Bookkeeper to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, service-driven environment with growth potential.
What You Will Be Doing
- Maintain expenses and revenue records for the firm
- Maintain financial files and records in accordance with compliance requirements
- Produce annual and monthly budget variations, and profit and loss reports
- Prepare and process bi-weekly employee payroll, ensuring accuracy of hours, deductions, and tax withholdings
- Record all financial transactions in accounting software and reconcile accounts regularly
- Assist with budgeting and forecasting by tracking expenses and providing management with financial insights
- All other duties as assigned
What You Will Bring
- Minimum 4 years’ bookkeeping experience (Required)
- Proficiency with Microsoft Office suite, and QuickBooks (Required)
- Associates degree in accounting or higher (Required)
- Prior Experience Working in Financial Advisory Industry (Preferred)
- Proficiency with CRM (Preferred)
- Knowledge of basic math, accounting, and bookkeeping
- Ability to type both efficiently and accurately
- Strong attention to detail
- Clear and professional communication (verbal and written)
- Able to learn and adapt to changes
Our Investments in You
- Pay: $19 - $21/hr
- PTO
Check Us Out & Apply Today!
- Website: https://www.retirementincomeplanningllc.com/index.html
Retirement Income Planning llc is a financial planning and investment management firm with offices in Madison and Brookfield, Wisconsin. The Retirement Income Planning llc team provides our clients with a retirement plan that is customized to their specific needs and desires, as well as investment management services. Our focus is on creating a plan for you that can help provide you with a source of income that will last your lifetime. We do this by offering you a variety of planning services and investment strategies that are aimed at helping you meet your retirement objectives. We also make sure that the risk of your investment portfolio matches your personal risk tolerance. So if you prefer to minimize risks, we will make certain your portfolio reflects that. We are here to ensure that you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We look forward to meeting you and getting to know your story!
Salary : $19 - $21