We are a boutique firm seeking an EXPERIENCED bill payer/bookkeeper to work directly with clients/family members.
Skills/Qualifications:
AT LEAST 3+ years in bookkeeping/bill paying/accounting
Understanding of household bills/mail/accurate categorization
Proficient Computer skills - including Microsoft Excel
Ability to work independently
Professional office demeanor/Professional speaking voice
Ability to write professional emails
Ability to confidently make phone calls to vendors/banking institutions/other professional services on the client's behalf
Understanding of expense reports - ability to discuss with clients and wealth management advisors