Administrative Assistant/Bookkeeper Job at Proactive Advisors LLC
We are seeking an experienced assistant who is friendly, reliable and organized with strong communication skills to work in our Advisory Firm. Ideal candidate will have bookkeeping, accounting, or banking related background. Task prioritization, strong customer service skills and attention to detail are key to assisting our office.
Key Responsibilities
Perform office support tasks within the organization including but not limited to the following:
- Greet visitors and provide beverages and food for visitors as required
- Answer, screen and direct phone calls (first to answer all incoming calls)
- Manage client information – prepare client reports, follow up on necessary paperwork, maintain client files and activity reports in database
- Working Knowledge of Quickbooks
- Assist with preparation for seminars and workshops
- Responsible for mailings including overnight such as UPS
- Oversee all administrative aspects of seminar prep including registrations, confirmations, certificates, badges & evaluations, & mailing of materials to seminar site when needed
- Open, sort and send mail/Maintain filing systems
- Order and keep supplies organized in an orderly manner
- Maintain reception area for clients and other visitors
- Scan and copy
- Work with vendors to ensure that the office and equipment are in good order
- Schedule travel, appointments and meetings
Qualifications & Skills
- Minimum high school diploma/college degree or additional technical training a plus!
- Comfortable communicating with a wide range of individuals on the phone and in person
- At least three years of Accounting or bookkeeping experience
- Intermediate computer, Microsoft Office suite and Internet application skills
- CRM experience a plus
- Experience in the use of Excel spreadsheets
- Billing Experience
Job Type: Part-time
Pay: $18.00 - $25.00 per hour
Benefits:
- Employee assistance program
- Employee discount
- Flexible schedule
Schedule:
- 4 hour shift
- On call
Ability to commute/relocate:
- Lexington, KY 40502: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Office: 3 years (Required)
Work Location: One location
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