Financial Specialist
7 days ago
Job Title: Financial Specialist
Company Overview:The Business Service Group plays a vital role in providing essential back-office support to our sister companies. We are a closely-knit family of enterprises, encompassing an accounting firm, insurance, photography services, property management, logistics, IT support, and Restaurant Supply.
We seek a new team member to join our sister company, Legacy Works, specializing in estate and trust management services. Our focus on confidentiality, objectivity, and responsiveness ensures the protection of estate value.
Why Work with Us?
- We have a great team that hires smart and talented people.
- We reward those who work hard, learn quickly, apply their knowledge, and produce professional, accurate work.
Key Tasks:
- Manage incoming documents such as bills and invoices.
- File Maintenance and Data Entry into Excel and upload it to the company's database.
- Sort through disorganized files to identify assets and missing information.
- Organize data into categories and conduct further research as needed.
- Reconcile and post entries into accounting software.
- Check all documentation and resolve discrepancies.
- Prepare Aging of Accounts and generate reports.
- Communicate daily via video call or email with interdepartmental members.
- Assist with new projects where applicable.
- Perform other duties as assigned.
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