Junior Bookkeeper

2 weeks ago

North Palm Beach, United States Tandym Group Full time

A wealth management in Florida is currently seeking a new Bookkeeper for a Junior-level position with their growing team in Palm Beach.

Responsibilities:

The Junior Bookkeeper will be responsible for:

  • Recording monthly activity for various individuals and entities
  • Reconciling all bank accounts monthly
  • Recording investment activity from broker statements
  • Preparing monthly closing journal entries in order to produce quarterly balance sheet and income statements
  • Performing other duties, as needed
Qualifications:
  • 1+ year of experience as a Bookkeeper
  • High School Diploma / GED
  • Experience with a basic Accounting functions
  • Working knowledge of QuickBooks
  • Microsoft Office proficient (Excel, Word, etc.)
  • Solid analytical and mathematical skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
Desired Skills:
  • Experience in a Family Office

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