Bookkeeper

Job Description

Position Overview

We are seeking a highly organized and dependable Benefits & Payroll Coordinator to support the financial and operational side of our growing insurance and financial services agency. This role plays a key part in maintaining accurate payroll, commission, PTO, and employee benefit records while helping ensure smooth day-to-day administrative operations.

The ideal candidate is detail-oriented, proactive, trustworthy, and comfortable managing sensitive financial and employee information in a fast-paced environment.

Key Responsibilities

Manage payroll preparation, reimbursements, and related reporting

Track employee PTO, unpaid time off, and attendance records

Monitor and reconcile commissions and chargebacks

Maintain organized digital employee and financial records

Assist with onboarding and benefits administration support

Support CPA and bookkeeping partners with requested documentation and reporting

Reconcile accounts, expenses, and financial transactions

Help improve operational systems, workflows, and administrative processes

Ensure accuracy, confidentiality, and timeliness across all financial and HR-related tasks

Qualifications

Previous bookkeeping, payroll, or administrative accounting experience preferred

Strong organizational skills and attention to detail

Ability to manage confidential information professionally

Comfortable handling multiple priorities and deadlines

Strong communication and follow-through skills

Proficient with spreadsheets, digital file management, and office software

Ideal Traits

High integrity and accountability

Process-driven and efficient

Self-starter with strong ownership mentality

Calm under pressure and highly dependable

Positive, team-oriented attitude

Benefits

A supportive team culture that values collaboration

BCBS Medical/Dental/Vision

10 Paid Holidays

Family Life Insurance

Short Term Disability Benefits

Business Casual Dress Code

10 Days of Paid Time Off

401K with Company Match

Competitive base pay

Opportunities for development and growth

Full-time