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
