Bookkeeper Administrative Assistant

We are looking for a motivated and positive individual to enter and classify all financial transactions in QuickBooks weekly, help ensure financial records are accurate, keep coaching group software updated and maintain online files. Other tasks would be to provide proactive administrative support as needed in support of the coaching group mission. Assist with owner scheduling and coordination.

$18 - $20 hourly

Bookkeeping:

• Set up recurring charges to post automatically, such as recurring membership fees according to membership level.
• Reconcile monthly bank statements with what is in QuickBooks.
• Review account and discrepancies weekly with the CFO and or Director of Operations.
• Process accounts payable through appropriate channels and records timely in Quickbooks.
• Ensure timely receipt of AR; follow up as needed with payees.
• Resolve discrepancies in charges. Liaise with the Director of Operations as needed.
• Respond timely to email and member requests.
• Review monthly credit card statements. Ensure receipts are obtained for all expenses and get confirmation from CFO to pay the full balance each month.
• Maintain proper expense coding.
• Set up and maintain vendor information.
• Run specified reports weekly and monthly: P&L, Cash Flow Statement, Balance Sheet.
• Set up accounts in states where there are taxable products, such as for recruiting searches. Coordinate with the Director of Operations.
• Pay quarterly taxes using e-tides.
• Comply with federal, state, and company policies and procedures.
• Perform member customer service related to payment of membership fees, conference registrations, and products.
• Follow up with members to obtain expired credit card information.
• Cancel or set up payments when members join or cancel.
• Liaise with Infusionsoft consultant to ensure products are set up correctly.
• Process bi-weekly payroll and retirement contributions.
• Track PTO accruals and communicate balances quarterly.
• Track all time worked daily in My Hours.

General Administrative:

• Coordinate member appointments with the owner and manage the calendar daily.
• Track all member appointments and events scheduled.
• Assist with member appointments for other company coaches and advisors.
• Support Director of Operations with mailings, gifts, and event coordination.
• Coordinate fulfillment of products ordered.
• Participate in member meetings as needed.

• High School Diploma or equivalent experience needed with two to three years’ experience supporting executives in a rapidly changing and fast-paced environment.
• Sound judgment with critical thinking skills.
• High follow-up skills.
• Job ownership.
• Excellent verbal and written communication skills are required.
• Ability to support multiple people.
• Experience with QuickBooks software.

Estate and Long Term Care Planning, Inc, is a group that provides business coaching to estate planning and elder law attorneys across the country. Founded in 2002 as a marketing company for attorneys, we have grown to serve law firms on multiple levels. Our team provides monthly, quarterly, and annual virtual and in-person events that provide various types of training ranging from, but are not limited to, educational certifications, marketing, talent management, and practice management. Estate and Long Term Care Planning (ELTCP) Inc, staff and personnel must stand behind the company mission - providing members clarity and direction through all phases of their law firm. We take a member-first approach in order to remain and expand upon our track record of excellent service.

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