Bookkeeper/Administrative Assistant – to the CFO

Port Charlotte, FL

The applicant will work:

Monday – Friday On Site

8:30 am – 5:000 pm

We are only looking for someone with a career-minded orientation and will not hire any job hoppers. We offer a great respectful working environment and generous benefits including: Health Insurance, paid vacations, holidays and retirement. 

Job Description:

Administrative Assistant, this position will be in the accounting department and will be responsible for helping to maintain the financial health of the organization as directed by the CFO. 

This includes, but is not limited to, the entering/handling of bookkeeping transactions, communicating with customers and vendors, running reports and other job-related duties as assigned. This position will support general bookkeeping, accounts payable, and accounts receivable tasks.

Duties and Responsibilities:

Assist CFO with duties referring to accounts receivable, to assure that invoices and payments are correct and interact with customers for collection procedures.

Maintain/Organize files and records

Process and apply payments received

Monitor and maintain sales tax exemption compliance

Assist with deposit collection, create and maintain reporting for job deposits

Assist with accounts payable, to assure that purchases and vendor invoices are verified, recorded, and distributed to accounts correctly

Backup to other Finance Department positions as needed

Creating and maintaining job work orders

Creating and maintaining purchase orders

Special Requirements and Skills:

Meet with people on-on-one and over the phone without hesitation

Have excellent typing and spelling skills

Experience with Quickbooks or similar order entry program

Experience in a customer service/sales support environment

Previously worked successfully in a fast-paced environment

Consistently maintain confidentiality of all financial details

Consistently maintain high professional standards while interacting with customers, vendors, and other staff