Company Overview

Formed in 2014, TalentLink Solutions was created knowing that a firm’s success is determined by the quality of its employees. TalentLink Solutions has been offering the financial services community direct hire solutions and HR consulting services that have allowed for a firm's growth and success.

In 2016, the firm’s Principals uncovered the need to provide a remote assistant solution to the independent financial advisor, thus prompting the launch of its sister company, RemoteLink Solutions. This subsidiary of TalentLink Solutions offers a part-time virtual assistant solution that allows for your firm’s growth and success at competitive pricing.

Position Overview/Summary

The Accounting Assistant will provide weekly and monthly accounting support in addition to general office administration support. This role is part time, approx. 20 hours a week, with flexibility on the schedule.

Position Responsibilities

Accounting

• Process accounts payable
• Maintain and manage accounts receivable and process incoming payments
• Monthly billing of clients
• Bank deposits and account reconciliation
• Credit card reconciliations
• Insurance renewal paperwork
• Prepare monthly P&L by division and for the company
• Input of annual budgets
• Monthly client renewal notices

Office Administration

• Order office supplies
• Arrange for training and in office/virtual meetings
• Assist with marketing mailers and mass emails

Background

• 4-year degree preferred, ideally in business
• Minimum of 2 years of accounting experience, particularly with A/P and A/R, required
• Maintain professional demeanor with staff and clients
• Ability to take direction, problem solve and be flexible to work on multiple tasks throughout business day
• Must be computer proficient and have experience with MS Office, Outlook and QuickBooks
• Must have strong organizational and prioritization skills
• Strong attention to detail