Financial Services Assistant

3 days ago


Beverly Hills, California, United States Innovative Metrics Full time
Job Description:
Innovative Metrics, a successful innovative online technology company, is seeking a highly skilled Bookkeeper Assistant to provide crucial support to our account management team in all areas of accounting. As a Bookkeeper Assistant, you will be responsible for various tasks including invoicing, checking financial figures, and creating financial spreadsheets.

The ideal candidate will have a minimum of 2 years of accounting experience, preferably with knowledge of Accounts Receivable and Payables. Strong customer service skills, attention to detail, and excellent negotiation skills are also essential. Proficiency in MS Office and QuickBooks is required.

We estimate the annual salary for this position to be around $50,000-$60,000, depending on location and experience.

Key Responsibilities:
  • Prepare work by gathering and sorting documents and related information.
  • Pay invoices by verifying transaction information, scheduling, preparing disbursements, and obtaining authorization of payment.
  • Manage client accounts, including creating invoices, processing payments, following up on outstanding invoices, and maintaining accurate records.
  • Draft correspondence for standard past-due accounts and collections.
  • Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
  • Maintains accounting ledgers by posting account transactions.
  • Verifies accounts by reconciling statements and transactions.
  • Resolves account discrepancies by investigating documentation and issuing stop payments and adjustments.


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