Finance Administrator/Bookkeeper

2 weeks ago


San Anselmo, United States Get It - Real Estate Full time

Position Overview: We are seeking a dedicated and detail-oriented Finance Client Administrator to join our supportive and customer-focused finance team. In this role, you will be responsible for managing a variety of client-centered accounting tasks, such as processing payments, managing payment plans, reconciling accounts, and assisting with refunds and declines. You will also provide receipts, handle specialized program billing, and ensure the accuracy of client financial records. As a key member of the team, you will report directly to the Finance Manager while working independently to prioritize your responsibilities.Key Responsibilities: - Process client payments and manage payment plans. - Reconcile financial records and ensure accuracy of client finance information. - Provide customer support for refunds, declines, and account inquiries. - Issue receipts and assist with specialized program billing. - Maintain and update client information in the system. - Collaborate with the finance team to ensure smooth operations and high customer satisfaction.Requirements: - Excellent communication skills (both written and verbal) with a positive attitude. - Strong attention to detail, organization, and the ability to multitask effectively. - Proficiency in Microsoft Office Suite (Outlook, Excel, Word) is essential; QuickBooks experience is a plus. - Previous experience in customer or database management, including payment processing and updating client information. - Ability to work on-site in San Rafael, CA during regular business hours. - Looking for a long-term, full-time opportunity with a thriving team.Compensation and Benefits: - Competitive salary of $70K to $75K annually. - Comprehensive benefits package, including medical and dental insurance. - Paid vacation and holidays. - Opportunity to participate in courses at a discounted rate or for free.Non-Discrimination Statement: We value diversity and encourage individuals from all backgrounds to apply. We are committed to providing an inclusive and welcoming environment free from discrimination based on gender, religion, race, color, age, sexual orientation, disability, national origin, or any other legally protected category.Background Check: A background check will be conducted for all final candidates prior to hire.Employment Type: Full-TimeSalary: $ 40,000.00 140,000.00 Per Year



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