Office Manager [United States]


 

We are seeking a detail-oriented office manager to join our team. The role covers a variety of responsibilities including human resources, bookkeeping, tax, legal, and compliance. Applicants are expected to have a minimum of two years of bookkeeping experience, including double-entry bookkeeping and generally accepted accounting principles (GAAP). Additional administrative experience is a plus.

Apply here

https://www.ondemandassessment.com/link/index/JB-UGY9SZUUA?u=1052210

Job duties include:

Full Charge Bookkeeping

  • Perform general accounting activities in QuickBooks online, including:
  • Bank reconciliation
  • Processing invoices (A/R)
  • Bill paying (A/P)
  • Managing credit cards record-keeping and timely reconciliation
  • Shepherding and resolving billing purchases, discrepancies, and other issues
  • Analyst financial operations and projections to create budgeting and forecasting targets for financial operations. Make recommendations and decisions based on budget and growth goals.
  • Create and present monthly financial management reports.
  • Manage vendors, including:
  • Negotiating terms and conditions
  • Maintaining a database with contact information and renewal dates
  • Build and maintain firm’s audit files in anticipation of our annual audit

Human Resources

  • Maintain employee onboarding and offboarding processes, including:
  • Continuously building and automating self-serve employee-led workflows
  • Executing necessary employer tasks
  • Administer employee tracking and feedback system
  • Manage recruitment, including:
  • Posting new jobs across various systems such as LinkedIn and Indeed
  • Maintaining recruiting pipelines

Tax & Legal

  • File quarterly and annual required excise taxes across multiple states
  • Maintain legal entity organization changes, periodically adding and removing legal entities through firm’s vendor

Technology

  • Ensure various software platforms user licenses are optimized for cost reduction purposes, including:
  • Office365
  • Outreach
  • Airtable
  • Google Apps
  • Okta
  • Zoom
  • Periodically review virtual backup systems

Compliance

  • Maintain client files necessary to comply with basic FINRA requirements
  • Preserve basic anti-money laundry policies, including reviewing duplicate brokerage statements held with a third-party vendor
  • Review internal communications to ensure basic compliance with preconfigured rules

Miscellaneous Administrative Tasks

  • Plan bi-annual onsite firmwide events
  • Assist in building employee culture by recognizing staff feel on birthdays, employment anniversaries, or other special events
  • Coordinate travel and meeting scheduling for staff on an as-needed basis.
  • Create company networking events with service providers to introduce directors to new sources of deal flow.

Job Type: Full-time

Pay: $13.00 - $28.76 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Choose your own hours
  • Monday to Friday

Work Location: Remote

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