Job details
Salary $17 - $20 an hour job type part-time number of hires for this role 1
Qualifications
Customer service: 1 year (required)
High school or equivalent (preferred)
Microsoft office: 1 year (preferred)
Administrative experience: 1 year (preferred)
Full job description
Bottom line accounting is a bookkeeping/accounting firm who provides business solutions for small-mid size businesses in a wide range of industries, located in santa barbara, ca.
We are seeking an organized, friendly, efficient and detail-oriented office coordinator and client onboarding specialist to join our teamWe offer a casual, fun and approachable office environment and we are looking for someone who is passionate about business, finance and is eager to learnWe love people and helping our clients achieve peace of mind, and we want someone with similar passion.
Job duties & responsibilities:
Assist the owner/ceo and account associates with daily office administration and organization, handle incoming and outgoing client correspondence and manage the onboarding experience for new bookkeeping clients.
Office coordination tasks include, but are not limited to:
Scheduling meetings and appointments for owner/ceo, take and deliver phone messages, manage, sort and disperse incoming emails/messages, perform general bookkeeping duties for the firm, maintain staff and company calendars, digital and in person filing of documents, attend client meetings and take notes, manage and disperse tasks within client management software with direction from owner/ceo, overall coordination of systems and processes to ensure efficiency and client satisfaction
Client onboarding specialist tasks include, but are not limited to:
Correspondence with new clients in order to gather all needed information and walk them through the onboarding experience, setting them up within our internal software systems, while ensuring a pleasant, stress free and efficient experience for every client
Requirements and qualifications:
High school diploma or ged equivalent required
Associate’s degree in business, finance, accounting or a related field preferred
2+ years of experience in an office environment, customer service and/or finance
Computer literate and proficient using google drive/gmail, microsoft excel, word, power point, dropbox
Experience with quickbooks online and prior bookkeeping experience preferred
Excellent customer service skills
Organized and detail oriented
Outstanding communication skills, both verbally and written
Efficient, proactive and self-motivated worker who is able to work independently as well as collaboratively
Problem solver
Proficient in technology
Eager to learn
Flexible
Team player
Job type: part-time
Pay: $17.00 - $20.00 per hour
Benefits:
Flexible schedule
Paid time off
Schedule:
Monday to friday
Covid-19 considerations:
Customers required to wear masks, surfaces are regularly sanitized
Ability to commute/relocate:
Santa barbara, ca 93110: reliably commute or planning to relocate before starting work (preferred)
Education:
High school or equivalent (preferred)
Experience:
Microsoft office: 1 year (preferred)
Administrative experience: 1 year (preferred)
Customer service: 1 year (required)
Work location:
One location
Work remotely:
Yes
Work location: one location
