Accounting Assistant

Overview

This role supports the organization’s accounting and administrative functions. The Accounting Assistant helps maintain accurate financial records and documentation while supporting day-to-day bookkeeping activities. Work is performed remotely.

Responsibilities

• Assist with daily accounting and bookkeeping activities.
• Enter financial transactions accurately into accounting systems and spreadsheets.
• Process accounts payable and accounts receivable information under established procedures.
• Review invoices, receipts, statements, and supporting documentation for completeness and accuracy.
• Assist with invoice processing, payment tracking, and account documentation.
• Reconcile bank, credit card, and other financial accounts as assigned.
• Identify discrepancies between accounting records, invoices, payments, and statements.
• Assist with correcting routine accounting errors and escalate unusual discrepancies to the appropriate supervisor.
• Maintain organized electronic and physical financial records.
• Assist with preparing financial reports, spreadsheets, summaries, and schedules.
• Track outstanding invoices, payments, and other financial items.
• Support month-end and year-end accounting activities.
• Assist accounting personnel with account reconciliations and transaction reviews.
• Maintain accurate vendor and customer financial information.
• Respond to routine internal questions regarding invoices, payments, and financial documentation.
• Coordinate with other departments to obtain missing documentation or transaction information.
• Assist with expense reporting and verification.
• Maintain confidentiality of financial, customer, employee, and business information.
• Follow accounting procedures, internal controls, and documentation requirements.
• Assist with audits and financial reviews by organizing requested records and documentation.
• Perform data-entry and administrative duties related to accounting operations.
• Participate in training, team meetings, and process-improvement initiatives.
• Perform other accounting and administrative duties as assigned.

Requirements

• High school diploma or equivalent required.
• Basic understanding of accounting principles and financial terminology.
• Strong numerical and analytical skills.
• Excellent attention to detail and accuracy.
• Proficiency with Microsoft Excel, Word, email, and other office applications.
• Strong organizational and time-management skills.
• Ability to manage multiple assignments and meet deadlines.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality when handling sensitive financial information.
• Ability to work independently while collaborating effectively with remote team members.
• Strong problem-solving and record-keeping skills.
• Reliable access to a computer and stable internet connection.
• Quiet, professional workspace.
• Ability to maintain assigned working hours, communicate regularly with supervisors and colleagues, attend virtual meetings when required, and complete tasks within established deadlines.
• Follow policies regarding data security, password protection, document storage, authorized system access, and confidential information.

Preferred Qualifications

• Associate degree in Accounting, Finance, Business Administration, or a related field.
• Previous accounting, bookkeeping, accounts payable, accounts receivable, or administrative experience.
• Experience with QuickBooks or other accounting software.
• Experience with QuickBooks, Microsoft Excel, Google Sheets, accounting software, CRM systems, document-management platforms, electronic payment systems, or financial reporting tools.
• Experience in the insurance industry is beneficial (not necessarily required).
• Experience in financial services, professional services, or other businesses that manage customer accounts and recurring transactions.

Performance Expectations

Success may be evaluated based on:

• Accuracy of accounting and data-entry work.
• Timely completion of assigned tasks.
• Accuracy of reconciliations and financial records.
• Organization of accounting documentation.
• Ability to identify and communicate discrepancies.
• Compliance with accounting procedures and internal controls.
• Protection of confidential information.
• Reliability and schedule adherence.
• Communication with accounting and other departments.
• Ability to work independently and meet deadlines.

Compensation & Benefits

• Proposed salary range: $22–$30 per hour, depending on experience, qualifications, location, and responsibilities.
• At 40 hours per week, this represents an approximate annualized range of $45,760–$62,400 before taxes, assuming 52 paid weeks.
• This proposed job-posting salary range is not a verified current compensation figure. Applicants should confirm the actual pay, benefits, employment classification, and remote-work terms directly with the organization before accepting an offer.

Location

Work from home (remote). Candidates must have access to a reliable computer, stable internet connection, and a quiet, professional workspace.