Bookkeeper (Part-Time)

We are looking for a detail-oriented, proactive professional to join our client’s team in a dynamic part-time role combining financial record management with client engagement. This role involves bookkeeping, commission tracking, investor log management, and direct client interactions. If you thrive in a fast-paced environment, have a knack for numbers, and enjoy providing empathetic client support, we’d love to hear from you.

Job Responsibilities

• Maintain and update financial scorecards and Excel spreadsheets weekly.
• Accurately track sales data and commissions using an enrollment tracker, ensuring precise reporting.
• Record and manage investor logs, maintaining current and accurate data for internal use and reporting.
• Reconcile records to align financial data with current transactions and forecasts.
• Proactively contact clients who have been declined to provide guidance and explore alternative solutions.
• Collaborate with the special financing department to facilitate customized client solutions.
• Communicate professionally and empathetically with clients via phone and email.
• Conduct regular audits to identify and resolve discrepancies in financial records.
• Uphold strict confidentiality of all financial documentation and client information.

Requirements

Additional Information

System Requirements

Benefits

Join Our Dynamic Team : Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

Embrace the Opportunities : Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

Limitless Career Growth : Unlock a world of possibilities and resources to propel your career forward.

Fast-Paced Thrills : Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

Flexibility, Your Way : Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

Work-Life Balance at Its Best : Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.