Our client is a financial advisory firm, seeking a temporary Bookkeeper. The ideal candidate will have at least 2years of experience, be highly organized and able to commit for the next 5-7 weeks.

Fully onsite, at their Grand Central location.

Key Responsibilities:

Coordinating Bookkeeping:

• Act as the liaison between the bookkeeper and clients to ensure accurate and timely bookkeeping.
• Monitor and follow up on bookkeeping tasks to ensure completion.

Supporting Department Head:

• Assist the head of financial planning with day-to-day tasks and administrative duties.
• Provide support in preparing financial plans and reports.

Document Management:

• Retrieve and send necessary documents to clients and internal stakeholders.
• Ensure all documents are filed correctly and are easily accessible.

Database Management:

• Maintain and update client databases to ensure accurate and current information.
• Assist in organizing and managing digital and physical files.

Financial Concepts:

• Utilize your knowledge of basic financial concepts to support financial planning activities.
• Assist in data analysis and report generation as needed.

Qualifications:

• Bachelor’s degree in finance, accounting, or related experience ideal
• Previous experience in financial planning or bookkeeping is a plus.
• Strong organizational and multitasking abilities.
• Excellent communication skills, both written and verbal.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint).
• Basic understanding of financial concepts and terminology.
• Attention to detail and high level of accuracy.

Compensation: $20/hr - $26/hr