Financial Records Coordinator

1 week ago


Pasadena, California, United States THERMAL AIR CONDITIONING, INC. Full time
Position Overview

Exciting Career Opportunity:

The Assistant Bookkeeper role is designed to assist the Account Executive in overseeing the financial and accounting requirements of clients, encompassing both personal and corporate affairs. This position encompasses a variety of tasks including comprehensive bookkeeping, management of accounts payable and receivable, payroll processing, and facilitating fund transfers for both individuals and businesses.

Primary Duties:

  • Manage accounts payable efficiently and uphold the vendor database
  • Engage with vendors concerning invoices, outstanding balances, and refunds
  • Perform credit card reconciliations and ensure accurate coding
  • Document payroll, compute timesheets, and manage onboarding paperwork for new hires
  • Prepare necessary 1099 forms and certified payroll documentation
  • Complete reports for unions and workers' compensation
  • Generate periodic reports, compile client documentation, and interact with clients
  • Assist in reconciling bank statements and preparing Guild reports
  • Organize tax documentation and maintain daily communication with team members
  • Effectively prioritize tasks while ensuring confidentiality is maintained
  • Collaborate on various special projects as required

Essential Skills and Qualifications:

  • Proficient in accounting software such as QuickBooks and ADP Payroll
  • Strong knowledge of Microsoft Excel and Word
  • Exceptional verbal and written communication skills
  • Positive, friendly demeanor with a proactive attitude
  • Adept at managing multiple tasks and adhering to deadlines
  • Capable of working harmoniously with a diverse range of personalities


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