Our client is seeking a Bookkeeper / Office Administrator to support the day-to-day financial and administrative operations of a small, confidential office environment. This position will focus on maintaining accurate records, keeping routine processes moving smoothly, and serving as a reliable point of coordination for ongoing needs.

Salary + Additional Benefits:

• $85,000-$100,000
• Medical, Dental, Vision Insurance
• 401K - company match

• Maintain organized, accurate bookkeeping records and supporting documentation for multiple accounts and entities.
• Process routine payables and vendor invoices, track expenses, and help ensure items are paid correctly and on time.
• Complete recurring reconciliations, including bank activity and related financial statements, and investigate discrepancies.
• Prepare clear, well-organized information for tax professionals and support annual tax-time documentation needs.
• Track key due dates and recurring obligations (e.g., insurance- and service-related payments) and follow up proactively.
• Coordinate incoming mail and documents by scanning, routing, and securely filing sensitive records.
• Serve as a primary administrative contact for external vendors, contractors, and service providers, ensuring timely communication.
• Maintain a secure and orderly filing system (digital and physical) with strong attention to confidentiality and accuracy.
• Keep the office running smoothly by managing supplies, light office coordination, and general administrative support.
• Work independently for much of the day, using sound judgment to prioritize tasks and escalate time-sensitive issues appropriately.

• 10+ years of overall experience including 3+ years of experience in bookkeeping, accounting support, and/or administrative roles with hands-on responsibility for financial records.
• Working knowledge of accounts payable processes and routine account reconciliation in a detail-driven environment.
• Proficiency with QuickBooks (QuickBooks Desktop) and practical Microsoft Office skills (Excel)
• Proven ability to handle confidential financial and personal information with discretion, integrity, and sound judgment.
• Strong organizational skills and follow-through, with the ability to manage priorities independently and meet deadlines.
• Clear, professional written and verbal communication skills with a customer-service mindset and high responsiveness.
• Experience supporting high-net-worth clients, family offices, or wealth management environments is a plus.