Data Entry Specialist – Administrative role

Employer: Fiduciary Accounting Services LLC,

Position:  Data Entry Specialist – Administrative role

Salary Pay:   $22 – $25 an hour

Job Type:   Part-time

Expected hours: 15 – 24 per week

Work location: Walnut Creek, CA 94596 (United States)

FULL JOB DESCRIPTION

ABOUT US

Fiduciary Accounting Services LLC, a boutique and specialized accounting firm, is seeking an energetic, conscientious, and detail-oriented individual who enjoys being part of a small professional team and strives for excellence while working on multiple projects simultaneously.

Excellent position for a candidate looking for a flexible, and part-time position in a professional environment.

Fiduciary Accounting Services, LLC, a non-CPA fiduciary accounting firm, provides reporting services for trusts, estates, and conservatorships to the California Probate Court, in accordance with the California Probate Code.

Data Entry Specialist

Position Description

Data Entry Specialist will report to the Project Director. The Data Entry Specialist position will include data entry, administrative tasks, and client casework.

Responsibilities

  • Data entry of detailed financial transactions
  • Reconciliation of cash accounts as directed by accounting professionals
  • Identify missing information, records, and documents on individual cases
  • Sort, organize, and track client records
  • General clerical duties include, but are not limited to, filing and photocopying
  • Utilize client database and document management system for tracking and retention of client information
  • Special projects as assigned

Qualifications

· High School Diploma or equivalent required

· Must be computer savvy and proficient in MS Word and MS Excel

· Good research skills and attention to detail

· Must enjoy working with numbers

Education:

High school or equivalent (Preferred)

Experience:

Microsoft Excel: 1 year (Required)

Application Process

If you are interested in this job role, check out more information on the Official website and apply now!

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