Financial Operations Coordinator

4 days ago


Charlotte, North Carolina, United States PeopleSuite Talent Solutions Full time

We are seeking a highly skilled Financial Operations Coordinator to join our team at PeopleSuite Talent Solutions. The ideal candidate will have a strong background in bookkeeping and accounting, with experience in managing day-to-day operations of a professional office environment.

Key Responsibilities:

  • Assist with client billing, AR/AP, reporting, and Trust accounting
  • Review invoices from vendors for accuracy and facilitate payment
  • Track outstanding payments and manage collection efforts
  • Understand and follow Trust accounting requirements with 100% accuracy
  • Maintain accurate records of all Trust account transactions
  • Maintain files with account reconciliations and Trust account reporting
  • Assist with client onboarding tasks
  • Assist with employee onboarding tasks and paperwork
  • Assist with answering incoming calls
  • Draft and send enclosure memos
  • Other administrative tasks as needed

Requirements:

  • Technical proficiency in MS Office products: Outlook, Word, Excel, as well as PDF Software (Adobe Acrobat) and document management software
  • Experience using QuickBooks or similar bookkeeping software required
  • Experience using Sage Timeslips or similar time and billing software desired
  • Excellent verbal and written communication skills
  • Attention to detail, accurate typing, and proofreading skills
  • Ability to handle multiple projects and tasks at a time
  • Professional, friendly, organized, and a good team player

Benefits:

  • Flexible hours and scheduling
  • Health, Dental, and Vision coverage
  • 401k with Firm match & profit sharing
  • Fitness/gym reimbursement
  • Healthy snacks


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