Administrative Assistant with QuickBooks Skills - Bradenton, United States - BSI Financial

Description

Job Description

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 DescriptionWe 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.

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.