Finance and Administrative Assistant

Job Description

Benefits:

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Parental leave

Training & development

Vision insurance

We are recruiting for a Finance and Administrative Assistant. This position includes financial and bookkeeping duties, administrative support to executives, administrative and office tasks, customer service support, and other tasks as needed that support all aspects of the business.

Administrative and Office Tasks:

Order office and warehouse supplies and keep inventory of stock.

Arrange travel and accommodations for company personnel as needed.

Assist with:

Insurance Renewals, updates, certificiate requests, and filing claims

Registrations

Notifications to vendors/partners

Recordkeeping

Updating, transcribing, and filing documents

Maintaining office equipment as needed.

Customer Service:

Process credit applications and respond to reference requests.

Update and maintain customer information in systems

Assist with agreement tracking and recordkeeping.

Help with:

Notifications/Mailings to customers

Onboarding new customers

Rebate and discount tracking

Finance Duties:

Proficient knowledge of bookkeeping practices

Process accounts receivable transactions; follow up on collections.

Help with accounts payable

Help with credit card statement processing

Reconcile bank statements and other financial documents

Assist with 1099 preparation and filing

Provide administrative support to the finance team as needed

Generate routine financial reports and summaries

1. Minimum Education required:

Associates (2 year) college degree

*Certifications or degrees in Accounting are preferred

2. Minimum Experience required:

10 years in accounting/bookkeeping and administrative work

Full-time