At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally.
Our Culture:
We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities.
About the Role:
We're looking for a highly organized, proactive Administrative & Accounting Coordinator who can take ownership of both day-to-day administrative operations and key accounting responsibilities.
This is not a role for someone who needs constant direction. We need someone with strong judgment, leadership experience, and the ability to independently manage priorities, follow up relentlessly, and make sure nothing falls through the cracks.
The ideal candidate combines strong administrative and operational skills with hands-on accounting experience, particularly in bookkeeping and reconciliations.
Key Responsibilities:
Accounting & Reconciliations: Manage bookkeeping activities with a strong focus on account reconciliations, accuracy, and ensuring financial records are complete and up to date.
Compliance & Documentation: Help ensure accounting records, documentation, and related processes meet applicable requirements and are properly maintained.
Administrative & Operational Support: Manage calendars, organize files, draft letters and documents, prepare Excel spreadsheets, and summarize business or operational performance as needed.
Vendor & Appointment Coordination: Make calls, communicate with vendors and external parties, schedule appointments, and coordinate ongoing administrative needs.
Follow-Up & Ownership: Proactively follow up with individuals, vendors, and other parties to obtain required information. Keep track of outstanding items and drive them to completion without needing reminders.
Research & Project Tracking: Review relevant websites and online resources to identify and track available federal projects and opportunities.
Operational Leadership: Take ownership of day-to-day priorities and help keep operations organized and moving forward with minimal supervision.
Requirements:
3–5+ years of bookkeeping/accounting experience, with strong hands-on experience in reconciliations.
Previous experience in a senior administrative, operations, office management, or similar leadership role.
Demonstrated ability to work independently and manage responsibilities with minimal supervision.
Strong experience with QuickBooks and Microsoft Excel.
Comfortable using Microsoft Word and Dropbox.
Strong organizational skills and exceptional attention to detail.
Proven ability to manage multiple priorities and follow up consistently until tasks are completed.
Comfortable communicating with vendors and external parties by phone and email.
Resourceful, proactive, and comfortable taking ownership rather than waiting for instructions.
About Us:At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations whil...
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