Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Paid time off
Training & development
Vision insurance
Are you proud of your attention to detail? Do you thrive in a fast-paced environment doing meaningful work? Then please read on…
We are a growing full-service fiduciary/care management company (in business over 15 years) looking for the right person to join our amazing team.
Our office supports our clients through Trust and Estate Administration, Financial and Health Care Powers of Attorney, Conservatorships, and Care Management. Our new office team member must have a true desire and commitment to serve the needs of our clientele of elders and individuals with special needs. (Office is HIPAA compliant)
This is a great opportunity for recent grads, those returning to work, or parents with school age children. This role also offers growth opportunities.
This is an in-office position and is full-time (30-40 hrs per week). Hours are flexible with 9 am start time, $23-$28/hr to start DOE (re-evaluation after 90-day introductory period). Start date ASAP.
Office located in Oakland Uptown/'Pill Hill". Local applicants only. No relocation assistance offered.
At the hub of this endeavor is the Administrative Coordinator/Accounting Clerk. This person serves as the liaison between the Owner/Director and the rest of the team.
If you meet the following requirements, please contact us! Please complete the online assessments before submitting your resume.
Requirements
Excellent verbal and written communication skills.
Proactive, responsible, punctual with the highest standards of personal Integrity.
Confident proficiency in the MS Office Suite, with emphasis on Word and Excel, Adobe Acrobat and basic familiarity with other technology platforms such as DropBox, GoogleDocs, and password management software.
General accounting knowledge and bookkeeping experience a plus - basic familiarity with Quicken/Quickbooks.
Meticulous attention to detail, and a commitment to quality.
Dedicated team player – resourceful and creative, yet able to take direction.
Flexible and thrives in a dynamic small office, fast paced environment.
AA or bachelor’s degree preferred, or 3+ years relevant experience.
Valid California driver’s license with up-to-date auto insurance (preferred).
Willing to undergo a hiring background check, fingerprinting, and drug test.
Job Responsibilities
Professional phone manner to handle and triage incoming client and vendor calls.
Download, scan, fax, edit, and manipulate a high volume of PDF documents.
Prepare, modify, and format spreadsheets using Excel including simple mathematical formulas.
File or sort client paper financial and/or client personal documents as needed.
Update client database with informational changes. Research and obtain any missing information.
Responsible for managing and updating owner's calendar, registration for events, and travel arrangements.
Open, sort, scan, and e-file all incoming mail. Manage postage meter and outgoing mail.
Coordination, agenda preparation, and technology set-up for office meetings.
Draft and manage protocols for office procedures.
Manage inventory and online ordering of office supplies and maintain office equipment and vendors.
Participate in daily team-based interactions to resolve issues pertaining to clients’ needs.
Accurately and efficiently format, proof, finalize and distribute documents, adhering to established guidelines.
Confirm completeness and accuracy of own work and check the work of others in order to minimize errors.
Client support (as needed). Travel to client residences or banks to perform client related activities.
Assist with client AP (keep financial records in client files in good order, perform bank reconciliations in Quicken, and assist with client payables tracking).
Job Type: Full-time