Office Assistant

Local Accounting and Advisory firm looking for a competent Office Assistant to provide administrative support to the accounting team by performing clerical tasks such as data entry, filing, handling incoming mail, answering phone calls, scheduling appointments, maintaining client records, and assisting with basic bookkeeping functions, all while ensuring accuracy and confidentiality within the firm's financial operations; often requiring proficiency in Microsoft Office Suite and accounting software. THIS IS PART-TIME POSITION 15 TO 20 HOURS PER WEEK. WILL INCREASE JANUARY 15, 2025 TO APRIL 15, 2025 TO MAX 35 HOURS PER WEEK.

Responsibilities

Data entry: Inputting financial transactions, client information, and other relevant data into accounting software.

File management: Organizing and maintaining physical and electronic files related to client accounts, invoices, and supporting documents.

Client communication: Answering phone calls, scheduling appointments, and responding to basic client inquiries.

Invoice processing: Preparing and sending invoices to clients, tracking outstanding payments.

Accounts payable/receivable support: Assisting with processing vendor invoices and client payments.

Bank statement reconciliation: Reviewing bank statements for accuracy and reconciling discrepancies.

General office tasks: Copying, scanning, faxing documents, maintaining office supplies.

Report preparation: Assisting with compiling basic financial reports and spreadsheets.

Required skills:

Strong attention to detail: Accuracy is essential when handling financial data.

Organizational skills: Ability to manage multiple tasks and prioritize work effectively.

Proficiency in Microsoft Office Suite: Competency in Excel, Word, and Outlook.

Basic accounting knowledge: Understanding of accounting principles and terminology.

Excellent communication skills: Ability to interact clearly with clients and colleagues.

Potential qualifications:

High school diploma or equivalent

Some experience in an administrative or accounting role preferred

Familiarity with accounting software (e.g., QuickBooks, Sage)

Job Type: Part-time

Pay: $17.50 to $20.00 per hour

Benefits:

Flexible schedule

Schedule:

Monday to Friday

Education:

High school or equivalent (Preferred)

Experience:

Customer service: 1 year (Preferred)

Work Location: In person & remote