What are the responsibilities and job description for the Accounting Assistant position at istaffpros?
Job Summary:
We are seeking a detail-oriented and organized Accounting Assistant to join our team at a growing commercial insurance agency. In this role, you will assist with the day-to-day accounting functions, including managing financial records, processing transactions, and ensuring compliance with accounting principles. The ideal candidate will have a strong understanding of basic accounting procedures, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.
Key Responsibilities:
- Assist in maintaining accurate and up-to-date financial records for the agency
- Process invoices, payments, and receipts in a timely manner
- Perform bank reconciliations and manage petty cash accounts
- Assist with the preparation of financial reports, including balance sheets, income statements, and cash flow statements
- Help prepare month-end and year-end closing reports and ensure all financial information is complete and accurate
- Support the accounting team in managing accounts payable and accounts receivable functions
- Track and reconcile insurance premiums, commissions, and other financial transactions related to commercial insurance policies
- Maintain organized filing systems for financial records, client files, and insurance-related documentation
- Assist with audits and prepare necessary documentation for internal or external auditors
- Respond to client inquiries related to billing, payments, and financial matters
- Work with other departments to ensure accurate and timely processing of financial data
Qualifications:
- Associate’s degree in Accounting, Finance, or a related field (preferred)
- 1-2 years of experience in accounting or finance, ideally in the insurance industry
- Proficient in Microsoft Office Suite (Excel, Word, etc.) and accounting software (QuickBooks, or similar)
- Strong attention to detail with excellent organizational and time management skills
- Ability to work independently and collaboratively within a team
- Excellent verbal and written communication skills
- Knowledge of commercial insurance terminology and practices (preferred)
- Ability to handle sensitive and confidential information with discretion
Additional Skills/Attributes:
- Positive attitude, proactive work ethic, and a willingness to learn
- Ability to prioritize tasks and meet deadlines in a fast-paced environment
- Strong problem-solving and analytical skills
Benefits:
- Competitive guaranteed hourly wage
- 401k with 3% employer matching contribution
- Employee Healthcare through Cal Choice (employer covers 75% of EE)
- Paid holidays for salaried positions
- Competitive PTO package from date of hire
- Company Health and Wellness plan
- Standing/sitting work stations
- 45 year established insurance brokerage with niche markets
- Paid product training
- Continuing education
- Career advancement opportunities
- And much, much more!
This is a Full-Time, permanent position!
Salary : $50,000 - $65,000
