Office Manager / Bookkeeper

Overview

We are seeking a dynamic and highly organized Office Manager / Bookkeeper to join our team! This vital role combines administrative leadership with financial oversight, ensuring the smooth operation of our office environment while maintaining accurate bookkeeping records. The ideal candidate will be proactive, detail\-oriented, and possess excellent communication skills. If you thrive in a fast\-paced setting and enjoy multitasking across administrative and financial duties, this opportunity is perfect for you! Join us and contribute to a vibrant workplace where your skills make a real difference every day.

Duties

• Manage daily office operations, including front desk responsibilities, assisting agents, and overseeing phone systems with professionalism and courtesy
• Maintain accurate financial records using Applied EPIC, including invoicing, expense tracking, and bank reconciliations
• Handle clerical tasks such as data entry, filing, proofreading documents, and managing correspondence to ensure organizational efficiency
• Support calendar management and scheduling for staff appointments, meetings, and personal assistance needs using Google Workspace and Microsoft Office tools
• Provide exceptional customer service by addressing inquiries via phone or email with excellent phone etiquette and support skills

Qualifications

• Proven experience in office management, administrative support, or clerical roles within a professional setting
• Strong computer literacy with proficiency in Microsoft Office (Word, Excel, Outlook), Google Workspace, and data entry skills
• Experience with Applied EPIC and QuickBooks is required
• Excellent organizational skills with the ability to prioritize tasks effectively in a fast\-paced environment
• Demonstrated customer service excellence coupled with professional phone etiquette
• Previous experience in P\&C insurance reception is a plus; personal assistant experience is beneficial
• Strong attention to detail for proofreading documents and managing records accurately

Join us in this exciting role where your organizational talents and financial expertise will help create a productive, welcoming office environment. We value energetic professionals committed to delivering exceptional support every day!

Job Types: Full\-time, Part\-time, Contract, Temporary

Pay: $20\.00 \- $29\.95 per hour

Benefits:

• 401(k)
• 401(k) 5% Match
• 401(k) matching
• Flexible schedule
• Paid time off

Application Question(s):

• Do you have experience using accounting in Applied EPIC?

License/Certification:

• 220 or 440 (Required)

Work Location: In person