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JOB DESCRIPTION
Not your typical sit behind the desk position!
We’re an up-and-coming business management firm, combined with a growing insurance and financial services agency, looking for an operations assistant with a background in accounting to help handle our client’s needs.
This is an excellent opportunity for an entrepreneur minded individual to get in on the ground floor of something very special, with the possibility of owning your own practice within the next 12-18 months.
HIRING PREFERENCES
Speaks Spanish | Strong Competitive Side | Veteran
1-3 years of bookkeeping and payroll experience preferred
EDUCATION & SKILL LEVELS
Required: High School graduate or equivalent
Preferred- But Not Required
AA or BA in Accounting or Business
1-3 years of bookkeeping and payroll experience preferred
Quickbooks Certified
Must be willing to obtain Life Insurance license – You obtain and we’ll pay
Advanced Proficiency in Microsoft Office products (i.e., Outlook, Excel, Word, etc), particularly with MS Excel
and the ability to create advanced formulated spreadsheets.
ADDITIONAL QUALITIES
A team crusader with solid verbal and written communications skills.
Must have own reliable transportation and be able to walk with ease.
Must be able to walk with ease, along with the ability to lift 20-30 pounds
Thorough attention to detail and strong time-management skills.
Detail oriented and very analytical.
Strong organizational and excellent data entry skills.
Strong ability to create, document, and implement new processes and procedures
Must be willing and able to operate from local and/or home office
Must have a deep-rooted sense of integrity and loyalty combined with the ethics to handle and protect
confidential information.
HOURS
Highly Flexible Part-Time (PT) position 22-26 Hours/Week
Full-Time (FT) Potential within 6-8 months
Ownership Opportunity within (12 to 18) months
PAY
Base + Commissions + Quarterly Growth Bonus
Estimated Part-Time (PT) Income: $20,000 - $22,000
ACCOUNTING & TAX FUNCTIONS: 1-3 years of bookkeeping and payroll experience preferred
Bookkeeping
o Processing and setting up new “online” accounts to include chart of accounts
o Setting up ACH accounts with the bank
o Transferring active accounts from Quickbooks desktop to Quickbooks online
o Preparing and distributing monthly financial statements for clients and in-house
o Performing monthly account reconciliations
o Responsible for general ledger/journal entries including A/P, A/R's, and Commissions Payable
o Prepare monthly producer commission payable reports.
Payroll
o Setting up and processing new payroll accounts (State and Federal)
o Ensuring payroll processing is timely, and in compliance with federal and state laws
o Processing accurate and timely quarterly and year end reporting
o Processing garnishment orders correctly and other issues that impact payroll
o Preparing and e-filing payroll tax returns
o Prepare/Oversee Personal Property Tax Statements
Tax Preparation
o Assist in the gathering of information for tax return preparation purposes
ADDITIONAL SUPPORT FUNCTIONS: No Experience Needed – Will Train
Sales Support
o New prospect research, quote entries, and follow-ups by phone or email
o Attending networking groups and events as our representative
o Assist with gathering quote or sales information: home pictures & measurements
o Processing of new sales
Marketing Support
o Assisting with all (online and direct mail) campaigns to prospects and current clients
Client Service Support
o Sending daily email notifications for renewals, reinstatements, and cancellations
o Claims follow-ups and survey accumulation
Administrative & Management Support
o Updating and maintaining company databases for client accuracy
o Updating and distributing daily, weekly, and monthly sales/marketing reports
o Updating and distributing weekly ROI analysis and profitability reports
o Assist with general/light inner office duties; post office runs, supply pick-ups, etc.
