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Bookkeeper (Part-Time)

icon building Company : Crewbloom
icon briefcase Job Type : Part-Time
icon remote-alt Remote / Work from Home

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Job Description - Bookkeeper (Part-Time)

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.
  • 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

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.

Original job Bookkeeper (Part-Time) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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