Bookkeeper (Part-Time) - Remote

Overview

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.

In Short

• Maintain and update financial scorecards and Excel spreadsheets weekly.
• Accurately track sales data and commissions using an enrollment tracker.
• Record and manage investor logs.
• Reconcile records to align financial data with transactions.
• Proactively contact clients who have been declined.
• Collaborate with the special financing department.
• Communicate professionally and empathetically with clients.
• Conduct regular audits to identify discrepancies.
• Uphold strict confidentiality of financial documentation.

Requirements

• Detail-oriented and proactive.
• Experience in bookkeeping and financial management.
• Proficient in Excel and data tracking.
• Strong communication skills.
• Ability to work in a fast-paced environment.
• Empathetic client support skills.
• Experience in auditing financial records.
• Understanding of confidentiality protocols.

Benefits

• Flexible part-time schedule.
• Opportunity to work remotely.
• Engaging work environment.
• Professional development opportunities.