Office Admin and Bookkeeper

Company Overview

Southeast Regional Technology Group (SERTG) is a mission-driven cybersecurity and technology services firm dedicated to empowering businesses with reliable IT, security, and infrastructure solutions. While our technical teams protect and support our clients, our success depends on strong office operations that keep everything running behind the scenes.

Position Summary

We are seeking a detail-oriented and highly organized Office Administrator & Bookkeeper to join our team. This blended role is critical to keeping SERTG efficient, accurate, and client-focused. You’ll manage day-to-day office operations, ensure compliance with licenses and memberships, and handle bookkeeping tasks including accounts receivable, accounts payable, and reconciliations. The ideal candidate thrives on organization, accuracy, and being the backbone of a busy, growing company.

Key Responsibilities

Office Administration

• Answer phones, input service requests, and route calls.
• Maintain business licenses, memberships, and certifications.
• Manage office supplies, inventory, purchasing, and product receiving.
• Organize office records, documentation, and files.
• Support client and vendor communications via phone and email.
• Keep tickets updated and organized in ConnectWise (closing, converting quotes, cleaning completed items).
• Coordinate office events, provide weekly breakfasts, and maintain a positive office environment.
• Assist with marketing lists and client mass communication.

Bookkeeping

• Manage accounts receivable, accounts payable, collections, and invoicing.
• Record expenses, credit card transactions, and deposits.
• Reconcile QuickBooks with bank statements and resolve discrepancies.
• Maintain vendor records and process new vendor documentation.
• Process employee out-of-pocket expenses.
• Prepare monthly financial reports.
• Maintain financial records related to uniforms, testing, and certifications.
• Communicate with internal bookkeepers for inter-company charges.
• Keep client information accurate and up to date in QuickBooks.

Qualifications

• Proven experience in office administration and bookkeeping.
• Proficiency with QuickBooks, Microsoft Office Suite, and CRM systems (ConnectWise experience a plus).
• Strong organizational and multitasking skills.
• Excellent communication skills, both written and verbal.
• High attention to detail and problem-solving mindset.
• Ability to work independently and manage competing priorities.
• Familiarity with licensing, compliance, and vendor management preferred.