About the Role
We are seeking a detail-oriented and experienced Bookkeeper to join our team at Investco Financial . The Bookkeeper will be responsible for maintaining accurate financial records, reconciling accounts, processing transactions, and supporting financial reporting and analysis. This is an excellent opportunity for a skilled bookkeeping professional looking to contribute to a dynamic and growing organization in the financial services industry.
Responsibilities:
- Maintain accurate and up-to-date financial records using accounting software (e.g., QuickBooks, Xero).
- Process accounts payable and receivable transactions, including invoicing, payments, and collections.
- Reconcile bank statements, credit card statements, and other financial accounts on a regular basis.
- Prepare financial reports, including balance sheets, income statements, and cash flow statements.
- Assist with budgeting, forecasting, and financial analysis to support business decision-making.
- Ensure compliance with accounting principles, regulations, and company policies.
- Collaborate with internal teams, including finance and operations, to streamline processes and improve efficiency.
- Assist with year-end audit preparations and tax filings as needed.
Benefits:
- Competitive salary based on experience and qualifications.
- Opportunities for professional growth and career development.
- Comprehensive benefits package, including health benefits and retirement savings plans.
- Positive and supportive work environment with a focus on teamwork and collaboration.
Requirements
Diploma or degree in accounting, finance, or a related field.
2-3 years of experience in bookkeeping or accounting roles.
Proficiency in accounting software and Microsoft Excel.
Strong analytical skills with attention to detail and accuracy.
Excellent organizational and time management skills.
Knowledge of accounting principles and financial reporting standards.
Ability to work independently and collaborate effectively in a team environment.
Ethical conduct and confidentiality in handling financial information.
About the Company
Discover a new standard of excellence in the financial services industry with Investco Financial. As a trailblazer in the industry, we are redefining the advisor-client relationship by prioritizing financial education and delivering exceptional customer service.
Our team of experts bring a blend of experience and education to the table, ensuring that you receive comprehensive and informed guidance. Whether you're planning for retirement, managing investments, or seeking financial clarity, we is here to support you every step of the way.
Experience the confidence that comes from working with a trusted partner. Investco Financial – where innovation meets expertise.