Bookkeeper

4 weeks ago


Mesa, United States Durfee Law Group Full time
Job DescriptionJob DescriptionOverviewAt our Offices, client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate will have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with audits, spreadsheets, and other productivity software. Apply today and help us build meaningful, long-lasting relationships that move our business forward.
Reports to:Chief Operations Officer
Objectives of this Role
  • Serve as the main point of contact in financial matters related to client concerns and needs
  • Maintain accurate client records, keeping track of financial updates and accounts
  • Work with administration and other internal teams to develop strategic plans and ensure KPIs are being met
  • Maintain a detailed financial history of client accounts and assist account managers in communicating with clients.

Daily and Monthly Responsibilities
  • Provide financial account support to your team, and maintain an organized, clean office environment
  • Provide direct administrative support to senior leaders, including email correspondence, and generation and distribution of memos, letters, spreadsheets, forms, and faxes
  • Maintain filing system and a contact database such as a CRM

Skills and Qualifications
  • Undergraduate or equivalent experience
  • Proven accounting experience
  • Superb written and verbal communication skills
  • Strong time-management skills and multitasking ability
  • Be willing to learn new skills and be detailed oriented
  • Proficient in Google Workspace, especially with Google Sheets with the aptitude to learn new software and systems

Preferred Qualifications
  • Previous success in financial accounting
  • Experience managing budgets and expenses
  • Experience developing internal processes and filing systems
  • Comfortable handling confidential information
  • Experience with a CRM is a plus.

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