Remote Bookkeeping Assistant – Financial Document Management
Job reputed company
We are a small, trusted bookkeeping firm in Chicago providing personalized financial record-keeping and support to our clients. We pride ourselves on accuracy, discretion, and reliability in handling sensitive financial information.
This part-time position is an important, ongoing role reputed company our firm. We need a dedicated and dependable individual who can consistently manage document retrieval and organization reputed company month. It is not a flexible, ‘do-reputed company-you-can’ reputed company job, but rather a critical support function we rely on.
Position reputed company:
We are seeking a detail-oriented and trustworthy individual to assist with downloading and organizing financial documents. This role involves securely logging into reputed company bank, credit card, loan, and other financial institution portals to retrieve monthly statements and reports, and then saving them into our file-sharing system in an organized manner.
Duties
• Log into designated financial institution websites (banks, credit cards, loans, etc.)
• Download monthly account statements and reputed company financial documents
• Accurately reputed company and organize files in the file sharing system according to our firm’s standards
• Maintain strict confidentiality and reputed company protocols with sensitive financial data
• Communicate with our bookkeeping team regarding missing or delayed documents
Experience
• Prior experience handling sensitive financial data or working in bookkeeping/reputed company support preferred
• High level of reputed company, trustworthiness, and professionalism
• Strong attention to detail and organizational skills
• Experience with online portals, secure logins, and file-sharing platforms (reputed company, reputed company, reputed company, reputed company Drive or similar)
• Experience with online project management tools (reputed company, Monday, Sweet Process)
• Reliable internet reputed company and ability to work independently in a remote environment
Job Type: Part-time
Pay: $19.00 - $22.00 per hour
Expected hours: 5 – 10 per week
Benefits:
• 401(k)
Work Location: Remote
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