·         Assist the Accounting Manager with all Accounting functions,

·         This includes but is not limited to:

o   Accounts Receivable

o   Account Payable

o   Commission Tracking

o   Payroll administration for us and our clients

o   Account Reconciliation

o   Account Analysis and Reporting

·         Use of Microsoft 365 applications as we integrate onto their Power Platform

·         Manage Aging and Collections. Handle client inquiries and billing questions

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We are a well-established boutique administrator of employee benefits, pre-tax reimbursement plans, payroll and HR outsourcing. For over 20 years, we’ve built trusted partnerships creating integrated solutions that simplify and protect our client’s business.

Our mission is to set a standard in the employee benefit space through superior technology and expertise.


Requirements: • Proven Bookkeeping experience of at least 1-3 years, including client contact • Experience with QB Online • Proficient in Microsoft 365, including Excel, Word, Outlook, Teams; • Strong Excel Skills, with working knowledge of Pivot Tables You must (be): • Maintain a high level of confidentiality in handling sensitive information. • Possess our core values: Accountability, Reliability and Integrity • An amazing communicator, verbal and writing • Extremely organized and process oriented • Conscientious and eager to help your colleagues and clients • Get things done quickly, accurately and on time • Creative problem solver able to handle issues in a professional, solution-oriented manner. • Able and enthusiastic to learn new skills/knowledge as needed