Job Description

We are looking for a detail-oriented, proactive professional to join our client’s team in a dynamic part-time role combining financial record management with client engagement. This role involves bookkeeping, commission tracking, investor log management, and direct client interactions. If you thrive in a fast-paced environment, have a knack for numbers, and enjoy providing empathetic client support, we’d love to hear from you.

Job Responsibilities

• Maintain and update financial scorecards and Excel spreadsheets weekly.
• Accurately track sales data and commissions using an enrollment tracker, ensuring precise reporting.
• Record and manage investor logs, maintaining current and accurate data for internal use and reporting.
• Reconcile records to align financial data with current transactions and forecasts.
• Proactively contact clients who have been declined to provide guidance and explore alternative solutions.
• Collaborate with the special financing department to facilitate customized client solutions.
• Communicate professionally and empathetically with clients via phone and email.
• Conduct regular audits to identify and resolve discrepancies in financial records.
• Uphold strict confidentiality of all financial documentation and client information.

Requirements

• Proven experience in bookkeeping, accounting, or a related field.
• Advanced proficiency in Microsoft Excel and familiarity with financial management tools.
• Exceptional organizational skills and a keen attention to detail.
• Strong mathematical aptitude and analytical skills.
• Comfortable and confident communicating with clients, particularly in sensitive or declined situations.
• Experience in client relations, customer support, or sales tracking systems is preferred.
• Empathy and professionalism when handling client inquiries or challenges.

Additional Information

• This position operates within the EST time zone, between 8 AM and 6 PM. Flexibility to align with these hours is required.
• Candidates must demonstrate excellent time management and the ability to juggle multiple tasks effectively.

System Requirements

• At least 15mbps for the main internet and at least 10mbps for backup
• A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
• Note: Back-ups should still be able to function when there is a power interruption
• A webcam
• Noise-canceling USB Headset
• Quiet, Dedicated Home Office
• Smartphone

Benefits

Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.

Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.