Job description

People First Finance

Account Manager Job Description

People First Finance is a California based Virtual Financial Services Agency that exists to help women business owners manage their money and their futures through high touch bookkeeping, tax planning/filing, and financial strategy. Read more about the company here (www.peoplefirstfinance.com).

We are looking for a friendly, highly organized and client service focused Account Manager who is interested in joining a small and mighty team. This role is paramount to our client experience and will be working cross functionally with the operations and accounting teams to ensure our clients receive the best service.

This role will be a dream fit for you if:

● You are always looking for ways to surprise and delight clients

● Have an understanding of general accounting and bookkeeping principles

● Are looking for a role where you can grow and make your own mark on a developing company

● Are never late to a meeting and love having your inbox at 0 by end of the day

● Like to have fun working with women-owned businesses and on an all female team (we love to share weekly wins and fun GIFs in Slack!)

● Are excited by the mission and social impact PFF is building and would love to be a part of it

● Have probably already looked us up on Instagram, subscribed to our newsletter, or clicked through our website (hello fact-finders!)

Responsibilities

● Your primary responsibility is ensuring that all done-for-you client accounting and advisory deliverables are executed on time and in accordance with company standards

• This means that our clients feel supported and come to you first so our accounting team can focus on delivering stellar financial services!

● You will be the main point of contact for clients throughout the entire client lifecycle, from onboarding through weekly and monthly deliverable execution,and offboarding.

• This will involve leading or attending client meetings virtually, updating and reviewing client files for completion, and maintaining our email turnaround time of 24 business hours

● You’ll work closely with the Accounting and Ops teams to constantly improve our systems, processes and workflows to provide an elevated and easeful client experience

• We use Keeper to manage client financial deliverables and ClickUp to manage our internal operations.
• Other tools we use are QuickBooks online, Google Suite, Dubsado, and Slack

● You will coordinate Advisory service delivery, tax planning and filings as well as special projects with clients and internal teams in compliance with our policies.

● Administrative accounting tasks, as needed such as:

• Creating and updating client accounts in our systems
• Setting up and updating software(s) with the support of our operations team

Required Qualifications

● Minimum 1 year of professional bookkeeping experience with Quickbooks Online, working directly with clients

● Minimum 3 years of high touch customer service experience - in any environment

● Experience working with Sole Proprietor, LLC and S Corp election business entities

● Remarkable customer service - you go above and beyond to be the best part of a person’s day

● Highly organized, with meticulous attention to detail

● Impeccable, professional communication skills

● Ability and desire to grow and take on more responsibility over time

● Can work as part of a team, and independently (this is a 100% remote position)

● You value working with a company that honors and prioritizes self care

● Familiarity with Keeper, ClickUp and Slack a plus!

Time commitment: 24 hours per week (Mon-Thurs), scheduled hours to be determined during hiring/onboarding process
Annual salary: $40,000
PTO: 10 work days annually
Location: CA Based - 100% Remote

How to Apply:
● Complete the application here, we will begin reviewing applications on 11/1/22.

Job Type: Part-time

Pay: $30.00 per hour

Benefits:

• Flexible schedule
• Paid training
• Work from home

Work Location: Remote

adamanda.ca is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, adamanda.ca provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, adamanda.ca is the ideal place to find your next job.