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Physician / Florida / Permanent / Junior Bookkeeper Job

Tandym Health
North Palm Beach, FL Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/5/2025

A wealth management in Florida is currently seeking a new Bookkeeper for a Junior-level position with their growing team in Palm Beach.

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

Responsibilities :

The JuniorBookkeeper will be responsible for :

  • Recording monthly activity for various individuals and entities
  • Reconciling all bank accounts monthly
  • Recording investment activity from broker statements
  • Preparing monthly closing journal entries in order to produce quarterly balance sheet and income statements
  • Performing other duties, as needed

Qualifications :

  • 1 year of experience as a Bookkeeper
  • High School Diploma / GED
  • Experience with a basic Accounting functions
  • Working knowledge of QuickBooks
  • Microsoft Office proficient (Excel, Word, etc.)
  • Solid analytical and mathematical skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
  • Desired Skills :

  • Experience in a Family Office
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