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Bookkeeper or Accounting Paraprofessional

Winter Park, Florida 32789 | Direct Hire

Post Date: 03/17/18 Job ID: 14671 Industry: Accounting

A Client located in Winter Park, FL is in search of, an experienced Bookkeeper or Accounting paraprofessional to join growing team.  The focus of this role is assisting existing clients and help them manage their assets, pay bills, recognize trends, and answer any questions regarding their various bills or financial accounts. This role incorporates a great deal of client interaction combined with a focus on billing/AP. The ideal candidate will have a strong initiative to grow and take this position to the next level. 

Requirements for the position: 
•    Have strong communication and relationship management skills
•    Understanding of bookkeeping and basic accounting
•    2-3 years in a Bookkeeping position or similar role 
•    Experience in high volume transaction processing (credits, debits, and billings or AP)
•    Customer Service experience
•    Intermediate Excel skills

Preferred Experience: 
•    Experience working with a trust accounting system and/or in trust operations
•    College degree
•    Advanced Excel skills (pivot tables, etc.)
•    QuickBooks experience
•    Crave an environment where you can develop professionally and personally

About the role: 
This company provides investment management, trustee, and family office services to a select number of high net worth families, trusts, and related entities. 

Primary Duties
•    Respond to incoming client calls/e-mails
•    Research and resolve client questions
•    Prepare and mail client communications
•    Maintain accounting reports and schedules
•    Assist in preparing materials and reports for client meetings
•    Process client account transactions
•    Assist in the account opening and closing processes
•    Account Reconciliations
•    Preparation of fee invoices
•    Record retention and storage
•    Desire and ability to learn new skills as needed
•    Special projects, as needed

Excellent comprehensive benefits, 401K and 3 weeks of PTO in the first year!  


This is a Full-Time position, Monday-Friday 8 am- 5 pm

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