Office Manager / Bookkeeper

Lloyd Accounting is assisting one of our valued clients in hiring an Office Manager / Bookkeeper. We're seeking a detail-oriented, organized, and proactive professional to manage office operations and handle bookkeeping responsibilities within the construction and real estate industries. Our client is currently looking for a motivated individual to join their team as an Office Manager with bookkeeping duties. If you have experience in office management and are skilled in bookkeeping, we’d love to hear from you!

Position overview: As an office Manager with bookkeeping duties, you will play a crucial role in keeping the office running smoothly while overseeing financial tasks. You will be responsible for a variety of administrative and accounting functions, ensuring the efficiency of office operations, and maintaining accurate financial records.

Key Responsibilities:

• Greet guests, answer phones, and manage front desk operations to create a welcoming and professional environment.
• Handle accounts receivable (AR) payments and collections, including credit card and check transactions, ensuring timely and accurate processing.
• Order and maintain office supplies, manage the supply room, and ensure timely mailing of documents.
• Oversee document destruction and ensure the security of shredded materials.
• Maintain and update office phone and contact lists to ensure effective communication.
• Ensure office cleanliness, coordinate maintenance tasks, and address IT issues as needed.
• Scan, organize, and manage all accounts payable documents, including processing AP transactions and credit card receipts.
• Assist with ordering marketing materials and promotional items, and maintain an updated inventory of office assets in collaboration with IT.
• Manage vendor compliance (W-9s, COIs, lien waivers) and assist with 1099 preparation.
• Enter and monitor budgets, manage AR aging reports, collections, and maintain rent rolls.
• Process new customer setups and ensure all required documentation is accurate and up to date.

Required Skills/Abilities:

• Strong Communication & Customer Service Skills: Build positive relationships with team members, clients, and vendors, maintaining a professional office atmosphere.
• Attention to Detail & Organization: Manage multiple office tasks and bookkeeping duties with precision and care.
• Problem-Solving & Conflict Resolution: Address challenges quickly and efficiently to keep office operations smooth.
• Multitasking & Time Management: Prioritize tasks effectively to meet deadlines and manage diverse responsibilities.
• Bookkeeping & Administrative Proficiency: Knowledge of basic bookkeeping, accounts payable/receivable, and office management processes.

Education and Experience:

• High school diploma or equivalent required; degree in accounting, business, or related field preferred.
• Previous experience in office management and bookkeeping preferred.
• Notary certification is a plus.

Benefits:

• Health
• Dental
• Vision
• Retirement Plan with Company Match
• PTO & Holidays

Job Type: Full-time

Benefits:

• Health insurance
• Retirement plan

Schedule:

• Monday to Friday

Work Location: In person