Bookkeeper and some personal assiting to the CEO / Founder in Boca Raton Fl jobs in United States
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BPP Wealth Solutions, LLC · 20 hours ago

Bookkeeper and some personal assiting to the CEO / Founder in Boca Raton Fl

BPP Wealth Solutions, LLC is dedicated to helping clients Build, Protect, and Preserve Wealth for Generations™. They are seeking a Bookkeeper and Personal Assistant to manage bookkeeping tasks, assist in financial processes, and support the CEO/Founder with both professional and personal administrative responsibilities.

FinanceFinancial ServicesWealth Management

Responsibilities

Manage bookkeeping tasks
Assist in financial processes
Support the CEO/Founder with both professional and occasional personal administrative responsibilities
Maintain financial records
Prepare financial statements
Process transactions
Maintain organization for the CEO

Qualification

BookkeepingQuickbooksFinancial StatementsBachelor's DegreeOrganizational SkillsCommunication SkillsProblem-Solving SkillsTime ManagementConfidentiality

Required

Strong proficiency in Bookkeeping, Financial Statements, and preparing accurate Journal Entries
Experience in using Quickbooks and understanding Finance principles
Exceptional organizational, time management, and multitasking abilities
Excellent attention to detail and problem-solving skills
Strong communication skills, both written and verbal
Ability to maintain confidentiality and exercise discretion in all matters

Preferred

Bachelor's degree in accounting, finance, or a related field preferred
Prior experience in a bookkeeping or similar role is strongly preferred

Company

BPP Wealth Solutions, LLC

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BPP Wealth Solutions, LLC's mission is to help clients Build Protect and Preserve Wealth for Generations(TM).

Funding

Current Stage
Early Stage
Company data provided by crunchbase