Administrative Coordinator and Bookkeeper – Financial Services Team "Family Feel

Great opportunity to join a tight-knit financial services company that is looking for a positive, high-energy individual to join their team! This is an awesome opportunity for someone who likes to be around people, is always looking to improve processes, and enjoys “heads down” work supporting the organization’s internal operations. In this role, you will play an important part in keeping the office running smoothly while also assisting with bookkeeping responsibilities and maintaining accurate financial records for the organization.

• Lead bookkeeping responsibilities, including maintaining financial records, entering transactions, reconciling information, and supporting internal accounting processes
• Prepare and organize client paperwork, documentation, and maintain accurate records and files
• Coordinate office supplies, mail, and day-to-day office operations
• Provide administrative support to the team and assist with various projects and tasks as needed
• Assist with greeting clients and creating a welcoming environment for anyone that walks through the door

Join a company that truly values teamwork and collaboration. In this role, you will work closely with every member of the organization, providing support across both administrative and bookkeeping functions. This is a great opportunity for someone who enjoys having variety in their day, taking ownership of important responsibilities, and making a meaningful impact on the team and clients they serve.

The ideal candidate will be dependable, detail-oriented, organized, and someone who takes pride in being a trusted resource for the entire office. This is a fantastic opportunity for an individual looking for a stable, rewarding role where their contributions will be recognized and valued.