Office Admin and Bookkeeper
Listed on 2026-05-23
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Administrative/Clerical
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk
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 SummaryWe 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- 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 Connect Wise (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.
- Manage accounts receivable, accounts payable, collections, and invoicing.
- Record expenses, credit card transactions, and deposits.
- Reconcile Quick Books 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 Quick Books.
- Proven experience in office administration and bookkeeping.
- Proficiency with Quick Books, Microsoft Office Suite, and CRM systems (Connect Wise 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.
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