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PRESTON FINACIAL GROUP INC - Frisco, TX

posted 2 months ago

Part-time - Entry Level
Onsite - Frisco, TX

About the position

The Administrative Assistant/Bookkeeper position at Preston Financial Group Inc. is a part-time contract role focused on providing back-office support and managing various administrative tasks. The ideal candidate will be responsible for maintaining company accounts, organizing appointments, and assisting with bookkeeping and data entry using QuickBooks. Strong communication and organizational skills are essential for success in this role.

Responsibilities

  • Keep company accounts
  • Organize and schedule appointments
  • Write and distribute email, correspondence memos, letters, faxes, and forms
  • Assist in the preparation of regularly scheduled reports
  • Develop and maintain a filing system
  • Perform bookkeeping and data entry using QuickBooks
  • Prepare federal tax returns
  • Manage general administrative activities
  • Arrange meetings and prepare reports
  • Maintain appropriate filing systems
  • Update and maintain office policies and procedures
  • Order office supplies and research new deals and suppliers
  • Provide general support to visitors
  • Act as the point of contact for internal and external clients

Requirements

  • Proven experience as an accounts bookkeeper, administrative assistant, or office admin assistant
  • Knowledge of office management systems and procedures
  • Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
  • Excellent time management skills and the ability to prioritize work
  • Attention to detail and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to multi-task
  • High School degree; additional qualification as an Administrative assistant or Secretary is a plus

Nice-to-haves

  • Experience with QuickBooks (1 year preferred)
  • Experience in bookkeeping (1 year preferred)

Benefits

  • Part-time schedule
  • Contract position
  • Competitive pay ($15.00 - $18.00 per hour)
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