Administrative Assistant/BookKeeper - Part-Time

Posted 7 days ago

alpert jewish family serviceWest Palm Beach (FL)

Bookkeeping, Accounting, and Auditing Clerks Trust, Fiduciary, and Custody Activities

SENIORITY

Junior

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About the role

Administrative Assistant Alpert JFS is looking for a part-time, motivated and detail oriented Administrative Assistant with basic bookkeeping knowledge to support our Guardianship Program and Care Management Departments.

Essential Responsibilities:

Provide administrative support to the Director of Guardianship and Care Management and the team with administrative functions in the department.
Assist Director with the day-to-day operations of the Care Management Department.
Copying, scanning, filing, uploading, and general office duties.
Data entry of client (and other) information, timely and accurately.
Provide back-up support for our Sr. Bookkeeper including but not limited to:
Identify and locate ward assets.
Marshal assets under guardianship control.
Manage assets.
Prepare and forward financial reports to guardianship attorneys for court submission and to the administrative team for review on a quarterly basis.
Prepare and computer-enter time-activity billing data.
Other Responsibilities as assigned in support of guardianship team.
Respond to phone calls, bill payments and other inquiries when needed regarding the Pooled Trust.
Other Responsibilities as assigned in support of guardianship team.
Understanding and participating in the Agency's Performance and Quality Improvement framework, functions, and activities

Requirements:

High school diploma.
Proficient in Microsoft Office and ability to learn new systems quickly, Electronic Records Systems experience helpful.
Current FLDL and ability to transport documents or items as needed
Experience with accounting and bookkeeping.
Legal experience helpful.
Insurance and/or medical experience helpful.
Tax experience helpful.
Excellent written and oral communication skills.

Physical Demands: Sitting for long periods; intensive computer work for many hours. Considerable concentration and technical abilities. May require lifting up to 30lbs.

Working Conditions: General office; May requires attending meetings outside of the office and community outreach public speaking opportunities. Alpert JFS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Drug Free Workplace

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