Bookkeeper

The Colony Group • Bethesda, MD, US • 4d ago

Focus Partners Wealth seeks a motivated and qualified individual for the position of Bookkeeper. The Bookkeeper will join one of the firm’s Business Management teams, a team of 12. You will be working with a wide range of clients – from individuals & families to small businesses and non-profits. The primary responsibility of this role is client accounting and transactions processing.

Responsibilities:

Manage day to day multiple client activities including processing accounts receivable and accounts payable.
Manage multiple monthly, quarterly and annual processes
Responsible for designated general ledger activity, journal entries
Support and work with team as needed

Qualifications:

High School Diploma
3+ years experience in accounting platforms, QuickBooks preferred
3+ years experience with Excel
Solid organizational skills with great attention to detail and commitment to accuracy
Self-directed, ability to handle new tasks with little direction
Strong critical thinking and problem-solving skills
Ability to effectively work in a client focused team environment, building a spirit of cooperation, and sharing knowledge and skills with others in the group
Excellent verbal and written communication skills

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

This position is an Non-Exempt role. The annualized base pay range for this role is expected to be between $60,000 - $70,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

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