Finance Coordinator

If you enjoy accounting and administrative duties, then this amazing opportunity is for you!

A fast growing Wealth Management firm is looking for a knowledgeable Finance Coordinator to join their great team.

In this role, you will be helping to execute general accounting and administrative duties.

General Areas of Responsibility:

Accounting and Administrative Experience

Process vendor payments

Process monthly billing

Monitor accounts receivable and identify issues

Assist with new project setup and budgeting.

Enter various types of expenses, vendor invoices, and consultant invoices

Answering phones and greeting clients in a professional manner

Update all workloads, director’s and owner’s report in Access

Assist with Project Coordinating and Administrative duties

Skills and Qualifications

Knowledge of standard business accounting principles

Exceptional knowledge in Excel

Proficient with Microsoft Office, QuickBooks and Access systems

Attention to detail and accuracy is essential

Superb written and verbal communication skills

High school diploma or equivalent

Job Type: Full-time

Benefits:

401(k)

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Pay: Up to $70,000.00 per year

Work Location: In person