Job Title: Part-Time Administrative and Bookkeeping Assistant
Location: Remote
Hours: 15 to 20 hours per week
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Job Description:
Lindeman Financial Group is a boutique accounting and bookkeeping firm that has been providing clients with the highest level of service since 2007. We are seeking a detail-oriented and motivated Part-Time Administrative and Bookkeeping Assistant to join our team. This remote position is ideal for someone with strong organizational skills and proficiency in Microsoft Office 365 products, including Excel and PowerPoint. Bookkeeping experience is preferred but not required. This role involves a variety of administrative, bookkeeping, and project management tasks to support our operations and marketing efforts.
Key Responsibilities:
• Special Projects: Assist with various special projects as assigned, providing support and managing tasks to ensure successful completion.
• Bookkeeping: Handle basic bookkeeping tasks, including maintaining accurate financial records and reconciling accounts.
• Client Invoicing: Prepare and issue invoices to clients, track payments, and follow up on overdue accounts.
• PowerPoints for Employee Meetings: Create and update PowerPoint presentations for internal meetings and training sessions.
• Employee and Client Birthday Recognition: Manage and coordinate birthday recognition for employees and clients, ensuring timely and thoughtful acknowledgments.
• Plan and Organize Employee Gatherings, Meetings, and Marketing Events: Organize and coordinate internal and external events, including employee gatherings, meetings, and marketing events.
• Social Media Engagement: Support social media activities by engaging with content, monitoring posts, and assisting with strategy implementation.
• Onboarding New Advisors and Clients: Assist in the onboarding process for new advisors and clients, ensuring a smooth and welcoming experience.
• Advisor Exit Management: Manage the exit process for departing advisors, including administrative tasks and ensuring proper offboarding.
• Maintain Technology Inventory: Track and maintain inventory of technology and office supplies, ensuring availability and functionality.
• Work with Marketing Team to Implement Plan/Calendar: Collaborate with the marketing team to implement and execute marketing plans and content calendars.
• Business Software Management: Manage and support the use of business software, ensuring efficient operation and troubleshooting issues as needed.
• Manage MailChimp lists and usage
Qualifications:
• Proficiency in Microsoft Office 365: Strong skills in Excel, PowerPoint, and other Office 365 applications.
• Bookkeeping Experience (Preferred): Previous experience in bookkeeping is preferred but not mandatory.
• Excellent Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
• Strong Communication Skills: Clear and professional written and verbal communication.
• Attention to Detail: High level of accuracy and attention to detail in all tasks.
• Remote Work Capability: Reliable internet connection and a suitable workspace for remote work.
Additional Information:
• This position is part-time, requiring 15 to 20 hours of work per week.
• Work is conducted remotely, providing flexibility in work hours and location.
• Training and onboarding will be provided.
Contact:
Celeste Lindeman
celeste@lindemanfinancial.com
