New Opportunity - Assistant Bookkeeper - Family Office Century City 40,000 to 46,000

Position Overview

·      Performs a variety of administrative & clerical functions to support the Family Office team (Director + 2 FT Bookkeepers/Acct Mgrs). 

·      Handles multiple projects and helps prepare deliverables and relies on experience and judgment to plan and accomplish goals.

·      Has knowledge of commonly used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job.

·      Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.

 

Responsibilities

·      General administrative and clerical support

·      Prepare letters and documents

·      Filing

·      Sorting credit card statement receipts

·      Set up & organizing files, moving files to storage

·      Internet research/prepare research reports

Education and Experience

·      College degree preferred

·      Knowledge of administrative and clerical procedures

·      Knowledge of MS Office and other relevant software applications (Datafaction knowledge a plus)

·      Knowledge & experience in assisting bookkeeper

·      Knowledge of Excel software + other bookkeeping software helpful

·      Excellent customer service principles and practices

·      Excellent verbal and written communication skills

·      Professional personal presentation

·      Strong organizing and planning skills

·      Great attention to detail

allan@pfssearch.com

www.pfssearch.com