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PaytonDavis Business Services

Part-Time Administrative & Bookkeeping Assistant

Entry-Level JobVerifiedNo experience needed
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Job Description

PaytonDavis Business Services, LLC In-Office | Part-Time Employee | 10-15 Hours Per Week PaytonDavis Business Services, LLC is looking for a dependable, organized, and detail-oriented Part-Time Administrative & Bookkeeping Assistant to support our growing bookkeeping firm. We work with small and growing businesses to help them maintain accurate financial records and stay organized throughout the year. We are looking for someone who takes pride in their work, communicates professionally, follows through on assignments, and understands the importance of confidentiality when working with financial information. This is an in-office employee position beginning at approximately 10-15 hours per week , with the opportunity for additional hours and bookkeeping responsibilities as our company continues to grow. What You'll Do Responsibilities may include: Requesting bank, credit card, loan, and other financial statements from clients Following up with clients regarding missing documents and transaction questions Maintaining client month-end checklists Organizing electronic client files and documents Tracking outstanding client requests and following up when needed Assisting with new-client onboarding Updating client and prospect information in our CRM Scheduling appointments and assisting with calendar management Preparing standard QuickBooks reports for review Attaching receipts and supporting documents to QuickBooks transactions Preparing lists of uncategorized or questionable transactions for review Assisting with basic QuickBooks data entry as assigned Assisting with marketing projects, referral campaigns, mailings, and prospect lists Helping maintain internal procedures, checklists, and administrative systems Providing general administrative support as needed Additional bookkeeping responsibilities may be added as training and experience progress. What We're Looking For The right person for this position is: Extremely organized and detail-oriented Dependable, punctual, and consistent Comfortable working independently when needed Professional when communicating with clients Able to manage multiple deadlines and priorities Comfortable using computers and learning new software Willing to follow established procedures and checklists Comfortable asking questions rather than guessing Able to handle confidential financial information appropriately Good at following up and making sure unfinished tasks don't get forgotten Able to communicate clearly regarding completed work, outstanding items, and questions Interested in learning and taking on additional responsibilities over time Previous bookkeeping or QuickBooks Online experience is helpful, but reliability, organization, attention to detail, and willingness to learn are extremely important to us. Preferred Experience Experience in one or more of the following is a plus: QuickBooks Online Bookkeeping or accounting support Administrative assistance Microsoft Office Canva or similar CRM systems Client/customer service Small-business office environments What This Position Is NOT Initially, this position will not be responsible for independently making complex accounting decisions, preparing adjusting journal entries, correcting payroll issues, preparing tax returns, or providing accounting advice to clients. Training and additional bookkeeping responsibilities may be added as the employee demonstrates experience, accuracy, and reliability. Schedule This position will begin at approximately 10-15 hours per week . Work will be performed in the office Monday through Thursday between the hours of 9:00 a.m. and 2:00 p.m. The exact work schedule will be discussed in greater detail with the selected candidate and established based on the needs of the business. This is a part-time employee position, and all hours worked will be processed through payroll. Additional hours may become available as the position and company grow.
Pay:
$21.25 - $24.50 per hour Expected hours: 10.0 - 15.0 per week
Work Location:
In person