Account Coordinator, Assistant Bookkeeper

• Perform heavy accounts payable
• Complete daily deposits
• Reconcile cash and balance sheet accounts
• Prepare journal entries
• Manage and prioritize day-to-day workflow
• Interact with clients professionally
• Complete tasks or projects assigned by supervisory figures
• Help protect assets and preserve value through business management services
• Assist with supervision and management of clients’ day-to-day activities
• Work with clients to formulate goals, develop strategies, and plan long term
• Collaborate with bankers, lawyers, investment advisors, estate planning professionals, and insurance professionals

• A bachelor's or associates degree in accounting preferred and/or some related work experience
• Detail oriented, with high productivity; experience with multiple corresponding deadlines
• Intermediate knowledge of Microsoft Office (Excel, Word, and Outlook)
• Agilink experience a plus
• Strong communications skills (both verbal and written) and strong judgment
• Effective multi-tasking and time-management skills
• Team player attitude with proven people skills
• Availability for necessary seasonal overtime, particularly during tax busy-seasons

Demonstrates expertise in accounts payable management, cash reconciliation, and journal entry preparation while effectively collaborating with clients and professionals to achieve financial goals. Proficient in Microsoft Office and capable of managing multiple deadlines with strong communication and organizational skills.

• Accounts Payable Management
• Cash Reconciliation
• Journal Entry Preparation
• Microsoft Office Proficiency
• Effective Communication Skills

• Accounts Payable
• Cash Reconciliation
• Journal Entries
• Financial Management
• Agilink Experience

• Detail Oriented
• Time Management
• Team Player
• Strong Judgment
• Multi-tasking

• Client Interaction
• Business Management Services
• Financial Strategies
• Tax Season Availability

• Microsoft Excel
• Microsoft Word
• Microsoft Outlook