Who We Are:NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: Summary: If your people skills and number skills add up, Judith Heft & Associates is hiring! This isn't just your ordinary bookkeeping position; this is a financial concierge position working at a luxury boutique firm dealing with high-net-worth individuals and small to medium sized businesses.Judith Heft & Associates works with busy high-net worth individuals and seniors providing customized bookkeeping and bill paying services with the highest integrity and attention to detail.We are expanding and looking for an exceptional bookkeeper with high-energy to join our growing organization where even though remote, you will still feel connected to a great team. This is a full-time, remote position, 9 AM to 5:30 PM eastern time.Knowledge, Skills, and Abilities:
- Proficient in QuickBooks Desktop, QBO, and Quicken (preferred).
- Experienced in online/offline bill pay and reconciling accounts.
- Skilled in managing accounts payable, receivables, and journal entries.
- Capable of generating month-end client reports.
- Strong knowledge of Outlook, Word, and Excel.
- Experienced in managing multiple clients.
- Able to handle confidential information with discretion.
- Comfortable working with seniors.
- Excellent attention to detail and discretion.
- Excellent organization and time-management skills.
Education and Experience:
- Certified Bookkeeper (or similar) preferred.
- 3+ years of directly related experience.
Diversity, Equity, Inclusion, and Belonging at Wealthspire:Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
- Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
- Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
- Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.What We Offer:NFP and Judith Heft & Associates are proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.NFP and You... Better together!NFP is an inclusive Equal Employment Opportunity employer.