Financial Operations Assistant

6 days ago


Walnut Creek, California, United States Berding & Weil LLP Full time
Job Overview
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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