Bookkeeping Assistant Jobs

Job Overview and Requirements

Our client is seeking an organized and detail-oriented Bookkeeping Assistant to join their team. This individual will play a crucial role in ensuring accurate financial record-keeping and will assist in the day-to-day operations of the company.

An ideal candidate is someone who is a natural problem solver. They have a strong ability to identify issues and find effective solutions. They are also an excellent team player who can collaborate effectively with others towards a common goal and help where needed. Additionally, they are fast learners and are tech-savvy, meaning they can quickly adapt to new technologies and tools.

About Our Client

Our client has been a leader in the commercial property and casualty marketplace. An established company that has expanded from one location in Pennsylvania to a multi-state organization, they are poised to continue our expansion.

They believe in approaching their clients, employees, and insurance companies with humility and always considering the other party's interests above their own. This philosophy guides them in taking their time, talents, and industry know-how to provide the best overall results they can for their clients.

Responsibilities:

• Assist with Accounts Payable by reviewing invoices and obtaining proper approvals before processing payments.
• Other duties as assigned by the Controller to support the accounting team and ensure timely completion of tasks.
• Perform light clerical duties such as filing and providing backup to manage company inbox.
• Reconcile company Direct Bill commission statements to ensure accurate payments are received.
• Assist with License compliance by ensuring all necessary licenses and certifications are up to date and properly recorded.
• Process payment receipts and bank deposits in a timely and accurate manner.
• Responsible for mailing invoices and statements to customers and ensuring all customer information is up to date.
• Monitor the Accounts Receivable aging report and follow up with customers to collect on delinquent accounts.

Requirements:

• Minimum 2 years of bookkeeping and/or accounting assistant experience preferred.
• Good problem-solving and time management skills to prioritize tasks and meet deadlines.
• Strong numeracy and analytical skills to accurately record financial transactions and reconcile accounts.
• Highly organized and detail-oriented to maintain accurate financial records and files.
• Proficiency in Microsoft Office.
• Excellent communication skills, both written and verbal, to effectively communicate with team members and external stakeholders.

Benefits:

• A casual office environment with a dedicated and professional team.
• 401K with employer matching.
• Salary: $50,000 annually.
• Health insurance, vision, dental, life insurance, and short-term disability insurance. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
• PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
• The opportunity to work in a unique role that is both challenging and fulfilling.