Financial Operations Assistant
6 days ago
Berding & Weil LLP is seeking a highly organized and detail-oriented Financial Operations Assistant to provide day-to-day assistance to the Accounting Manager. The ideal candidate will possess exceptional communication skills, be able to maintain client confidentiality, and interact with a wide client base.
About Us
Berding & Weil LLP is the largest and most experienced construction defect and common interest development law firm in California. We provide superior, client-focused legal services and solutions to community associations and property managers throughout California and beyond.
Salary Information
The estimated salary for this position is $65,000 per year, based on industry standards for bookkeeping experience and location in Walnut Creek, CA. This figure may vary depending on individual qualifications and performance.
Responsibilities
As a Financial Operations Assistant, you will be responsible for:
- Making deposits and recording all cash receipts
- Reviewing financial transactions for accuracy
- Inputting transactions into the correct ledger
- Reconciling bank and other accounts
- Assisting in closing the firm's financial records at the end of each month and year
- Preparing and maintaining financial statements, reports, and records
- Communicating with clients regarding financial matters related to their cases and accounts
- Addressing inquiries from staff and clients related to accounts receivable
Requirements
To be successful in this role, you will need:
- A minimum of 3 years of bookkeeping experience, preferably in a law firm
- Proficiency in Microsoft Office, especially Excel
- Great attention to detail and accuracy
- Excellent communication and math skills
- Strong confidentiality and trustworthiness
- Knowledge of payroll and bookkeeping principles
- Experience with Surepoint/LMS system and Quickbooks is a plus
Benefits
Berding & Weil LLP offers a comprehensive benefits package, including:
- 401(k), profit sharing, cash balance
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability
- Long-term disability
- Paid time off
- Paid holidays
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