Real Estate Bookkeeper / Financial Data Entry Specialist

Real Estate Bookkeeper

We are a growing Daily Money Management (DMM) company specializing in financial services for real estate investors and HNW individuals. We are seeking a highly organized and detail-oriented Real Estate Bookkeeper / Financial Data Entry Specialist to manage the day-to-day financial operations of our clients' real estate and investment portfolios.

Responsibilities:

- Record daily transactions in QuickBooks Online (QBO) and Quicken, ensuring accurate categorization of income, expenses, and daily financial transactions.
- Reconcile bank statements, credit card accounts, and investment accounts.
- Manage bill payments for various vendors and service providers.
- Generate cash flow reports and forecasts using QBO reporting tools & Quicken tools.
- Maintain organized financial records and ensure data integrity.
- Collaborate with the team to provide excellent client service.
- Stay current on best practices in real estate bookkeeping and accounting.

Key Attributes and Personality Traits:
- Meticulous attention to detail: Accuracy is paramount in financial record-keeping.
- Strong organizational skills: Maintaining order and efficiency in managing multiple clients.
- Proficiency in Quicken & QuickBooks Online: Essential for this role
- Excellent communication skills: Clear communication with clients and team members
- Proactive and problem-solving mindset: Identifying and resolving financial discrepancies
- Trustworthy and ethical: Handling sensitive financial information with integrity


Compensation

Starting at $8/hour with a part-time commitment of 10-20 hours per week. The first three months is a probationary period with a guaranteed increase in pay pending completion and success based on OKR's & KPI's. 13-month pay bonus as well as PTO and health insurance based on excellence and performance milestones.

To Apply:
Submit a 3-minute video answering these 5 questions:

1. Why are you interested in this position?
2. What do you know about our company and founders?
3. What does ideal virtual collaboration look like to you?
4. What are your strengths?
5. Where do you see yourself in five years in our company?