Registered Investment Adviser is looking for a bookkeeper to support the needs of our high net-worth clients. Responsibilities include maintaining Quickbooks on behalf of our clients, paying invoices, and answering questions. This position will be in office with flexible M-F schedule.
Qualification
- Advanced QuickBooks desktop and QuickBooks online experience
- Advanced Microsoft Excel
- 4+ years of bookkeeping experience
- Strong organizational skills
- Great written communications skills
- Attention to detail
- Ability to be flexible and multi-task
- Extreme discretion with confidential client and firm information
- Familiarity with alternative investments a plus
Responsibilities:
- Create and work with Excel financial reports
- Managing data in QuickBooks
- Account reconciliation
- Paying invoices on behalf of clients
- Financial reporting
- Working with Wealth Advisors on client reports
Job Types: Full-time, Part-time, Contract
Pay: $20.00 - $40.00 per hour
Experience level:
- 10 years
- 11+ years
- 4 years
- 5 years
- 6 years
- 7 years
- 8 years
- 9 years
Schedule:
Application Question(s):
- Do you have previous experience with either individual or real estate bookkeeping ?
Experience:
- Bookkeeping: 4 years (Preferred)
Ability to Commute:
- Boston, MA 02110 (Required)
Work Location: In person