Financial Associate
1 month ago
Athlon Advisors LLC is a comprehensive financial services firm. We help manage every aspect of our clients' financial lives, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail-oriented, and organized individual with a positive attitude who will thrive in our professional office environment serving as a Bookkeeping Associate for our Tax Planning, Preparation, and Bookkeeping business unit. The Bookkeeping Associate will work directly with clients on all of their bookkeeping matters.
The Bookkeeping Associate plays a pivotal role in day-to-day interaction with clients. If you have a desire to succeed in a team environment, this may be the perfect job for you.
Responsibilities and Activities
- Perform bank reconciliations and ensure accuracy of financial records
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper coding/classifications
- Classifies, records, and summarizes numerical and financial data to compile and keep financial records, journals, and ledgers for our clients
- Accounts payable and accounts receivable functions when applicable
- Complies with federal, state, and company policies, procedures, and regulations
- Answers, troubleshoots, and problem-solves incoming telephone, voicemail, e-mail, and occasional in-person requests for assistance from the firm's existing clients, new or prospective bookkeeping clients, staff, and other entities.
- Ensures all client interactions and relationships are successful and that we provide and maintain exceptional client care and service.
- Informing prospects/clients of firm processes
- Timely and accurately schedule appointments when necessary.
- Clerical functions such as entering information into databases and spreadsheets, filing, faxing, scanning, copying, and mailing documents.
Requirements
- Proficiency in using various Bookkeeping software packages such as QuickBooks (online and desktop), Xero, etc
- Excellent attention to detail
- Self-motivated and organized.
- Team-oriented, flexible, and dependable
- Ability to work independently and efficiently to meet deadlines.
- Excellent communication (oral and written) and client service skills.
- A positive and professional attitude
- Multi-tasking ability
Education/Experience
- Associates or Bachelors College degree preferred.
- Bookkeeping experience is required.
- QuickBooks experience is required
- Excel is required
This is an in-person part-time position.
We offer a great working environment and benefits. We have cultivated a strong culture that emphasizes maximizing our employees' talents and promoting from within. This is your chance to play a key role in the continued success of our company.
Qualified candidates will start the process by having a 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.
We are an Equal Opportunity Employer.
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