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Amuni Financial, Inc.

Bookkeeper/Cashier

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What they do

A Cashier handles monetary transactions with customers. Takes customer payment for a product or service, provides change as needed and receipts for transactions. Provides accurate accounting of cash register funds, and provides customer service.

$25,345 / year median in Florida

+4% projected growth

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Job Description

About Amuni Financial Founded in 1980, Amuni Financial, Inc. is a dually registered broker-dealer and investment advisory firm with offices in St. Petersburg, FL and Little Rock, AR. We provide personalized investment supervisory, brokerage, and fixed-income market-making services to individuals, families, businesses, and institutions. If you're looking to put your talent to work at a firm that feels like family, you've come to the right place. In an industry where few independent brokerage houses achieve long-term success, we've been thriving for over 45 years. Our success is directly tied to our clients' success — we're honest in our approach to business and conservative in our methodology, which has earned us the privilege of serving generations of clients and their families, many of whom we now consider friends. At Amuni, you'll develop close relationships with experienced colleagues, work in a fast-paced yet friendly environment, and be recognized for your contributions as you grow with us. The Role We're looking for an experienced Bookkeeper/Cashier to support the financial operations of our firm.
This is a hybrid role:
part traditional bookkeeper (managing our books in QuickBooks, accounts payable, check writing) and part broker-dealer cashier (processing client money movements, deposits, and wires). You'll work closely with our CFO to keep the firm's cash position, payables, and reporting current and accurate. What You'll Do Perform daily bookkeeping tasks in QuickBooks, including trial balance review and clearing unclassified items Monitor and process incoming wires and client funds Prepare daily and weekly deposit and cash reports Handle a recurring schedule of weekly and monthly accounting tasks — including accounts payable, bill retrieval, and vendor payments Complete monthly FINRA and commission reconciliations, sales tax filings, and other compliance-related reporting Process client and firm money movements, including deposits to client and firm bank accounts Pick up mail from the PO Box daily Keep the CFO informed on cash balances, upcoming payables, and other cash-management items What We're Looking For Required 3+ years of bookkeeping and/or cashiering experience Solid understanding of basic bookkeeping and accounts payable principles Strong data entry skills and a knack for numbers Hands-on experience with spreadsheets and web-based databases Proficiency in MS Office High degree of accuracy; well organized and detail oriented Strong work ethic, self-motivated, and a high level of integrity Ability to interface effectively with clients, coworkers, and management while maintaining confidentiality Preferred Proficiency in Intuit QuickBooks Associate's degree in Accounting, Business, or a related discipline
Employment Details Schedule:
Full-time, Monday-Friday, in-office (St. Petersburg, FL) Supplemental pay: Bonus pay
Benefits:
401(k) with matching, health/dental/vision insurance, life and disability insurance, paid time off
Benefits:
401(k) Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Vision insurance
Education:
Associate (Preferred)
Experience:
Bookkeeping:
3 years (Required)
Quickbooks:
1 year (Preferred)
Location:
Saint Petersburg, FL 33701 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Bonuses/Stipends
  • Health Insurance