Financial Operations Coordinator
4 days ago
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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