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.