Finance Administrator/Bookkeeper

2 weeks ago

San Rafael, United States Get It - Finance Full time

Finance Client Administrator Location: San Rafael, CA (In-office) Salary: $65,000 - $70,000 per year Job Type: Full-time | Non-exempt Are you a detail-oriented finance professional who thrives in a client-focused environment? We're looking for a Finance Client Administrator to join our supportive and high-performing finance team. In this role, you'll play a key part in managing client financial records, processing payments, reconciling accounts, and ensuring a seamless experience for our customers. This position reports directly to the Finance Manager and offers the opportunity to work independently while contributing to a collaborative team. ### Key Responsibilities: - Process client payments, manage payment plans, and handle refunds or declined transactions. - Reconcile course-related finances and maintain accurate financial records. - Provide excellent customer service by responding to inquiries and issuing receipts. - Manage specialized program billing and ensure accuracy in client accounts. - Work closely with the finance team to streamline processes and maintain compliance. ### What We're Looking For: - Strong communication skills (both written and verbal) with a positive, client-focused approach. - High attention to detail, exceptional organizational skills, and the ability to multitask effectively. - Experience with Microsoft Office (Outlook, Excel, and Word) and general PC proficiency. - Previous experience managing customer accounts, processing payments, or working with databases. - QuickBooks experience is a plus but not required. - Ability to work in-office in San Rafael, CA during regular business hours. - Seeking a long-term role where you can grow within the organization. ### Compensation & Benefits: - Competitive salary of $65,000 - $70,000 annually - Comprehensive medical and dental insurance - Paid vacation and holidays - Opportunity to participate in specialized courses at a free or significantly discounted rate ### Our Commitment to Diversity & Inclusion: We are committed to building an inclusive workplace and welcome applicants of all backgrounds. We do not discriminate based on gender, race, age, religion, sexual orientation, disability, national origin, or any other protected category. ### Next Steps & Background Check: A background check will be conducted as part of the hiring process. If you're excited about this opportunity and meet the qualifications, we encourage you to applyEmployment Type: Full-TimeSalary: $ 40,000.00 140,000.00 Per Year

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