About the role
- Download, organize, and securely store client financial statements
- Enter transactions accurately in QuickBooks Online and other accounting platforms
- Perform bank and credit card reconciliations
- Assist with basic financial review processes
- Save documentation according to company protocols
- Communicate with team members regarding client data
- Troubleshoot discrepancies and report to accountants
Requirements
- Basic understanding of financial transactions and statements
- Excellent computer skills and ability to learn new software
- Professional written and verbal communication
- Ability to work independently while maintaining team connections
- Ability to maintain confidentiality with sensitive financial information
- Competitive compensation based on experience
- 401(k) eligibility after working 1,000 hours in your first year
- Professional development resources
- Supportive team environment valuing work-life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial statementstransaction entrybank reconciliationcredit card reconciliationfinancial review
Soft skills
professional communicationindependenceteam collaborationconfidentiality