Administrative Assistant with QuickBooks Skills

Job Description

BeeSure Services is an established Wealth and Retirement Planning firm looking to expand our Team.We are small Financial Firm in Bradenton, FL seeking a qualified Administrative Specialist with QuickBooks experience, to fill a part-time role that could grow to a full-time position (for the right candidate).

We prefer someone with at least 3 years working with QuickBooks program and who can do basic administrative duties in a small office environment. Hours of operation; 9AM to 5PM Monday through Friday, closed on weekends. We are offering between 30 to 40 hours per week. Two main qualities required for this position are 1) good people-skills; works well with clients and 2) must love to organize paperwork.

Proven experience working in a finance and/or insurance office environment will be given priority consideration.

DUTIES INCLUDE:

General office work includes accurately processing new account paperwork, and maintaining, updating, and organizing existing client information as well as updating office QuickBooks.

QUALITIES SOUGHT:

Must be QuickBooks Certified

Must be able to pass a background check

Must be able to commute to and from office

Proactively seeks to manage and organize files and documentation with attention to detail.

Knowledge of public image and dress standards for a business casual office.

Good written and oral communication skills; must be pleasant over the phone.

Project organization and methodology for following established guidelines & procedures.

Ability to prioritize tasks by urgency while remaining focused on the customer experience.

Proficiency with QuickBooks, MS Office Suite; Word, Excel & PowerPoint.

Flexibility and Adaptability; able to thrive in a dynamic environment; desires to learn and grow.

NEXT STEP FOR QUALIFIED CANDIDATE:

Submit your resume via email.

Impress us with a cover letter.

Provide work and compensation history.

*Interviews will be made by appointment. Please do not show up to the office with out scheduled interview.Company Description

We place a high value on excellent customer service and client relations. We provide a professional office and work environment, and the chosen applicant will have a private office. The appropriate candidate must be comfortable working directly with clients.