Bookkeeper

Join a Growing Financial Services Organization!We are seeking a detail-oriented and adaptable Bookkeeper & Operations Associate to support a fast-paced financial services environment. This role is ideal for someone who enjoys balancing accounting responsibilities with operational and administrative projects in a collaborative setting.This position offers a unique opportunity to work across bookkeeping, operations, and compliance functions while contributing to a highly regulated and process-driven organization.Bookkeeping & Accounting SupportPerform daily and weekly bookkeeping activitiesAssist with accounts payable and accounts receivable processesComplete bank and credit card reconciliationsPrepare journal entries and accrualsSupport month-end close activitiesMaintain organized and accurate audit documentationOperations & Administrative ProjectsSupport operational processes and data entry across multiple systemsAssist with onboarding documentation and account setup processesCoordinate business registrations and EIN applicationsDocument workflows and help improve internal processesCreate and maintain operational checklists and proceduresCompliance & Legal Administrative SupportAssist with document organization and compliance-related processesSupport legal and records management tasks under guidanceHandle sensitive financial and legal documentation with discretionMaintain detailed and accurate recordsRequired Qualifications2+ years of bookkeeping or accounting support experienceExperience with QuickBooks, NetSuite, or similar accounting softwareStrong reconciliation and journal entry experienceExcellent organizational and written communication skillsHigh attention to detail and accuracyAbility to manage confidential information professionallyComfortable balancing routine tasks with changing prioritiesStrong problem-solving and follow-through skillsPreferred ExperienceFinancial services, banking, trust, brokerage, or related industry experienceExposure to compliance or legal administrative workExperience with business registrations or regulatory filingsAdobe Acrobat experience, including document editing and redactionExperience with Zoho or similar platformsWhy This Opportunity?Competitive compensation with bonus potentialOpportunity to work across multiple business functionsCollaborative and professional environmentExposure to operations, accounting, and compliance processesStable and growing industryIf you are highly organized, detail-driven, and enjoy variety in your workday, we’d love to hear from you.