(Part-Time – Remote | Client-Based)
✅ Position Highlights
• Employment Type: Part-Time
• Location: Fully Remote (Must align with EST hours, 8 AM – 6 PM)
• Client-Facing Role with Financial and Administrative Responsibilities
• Ideal for: Experienced bookkeepers who thrive in dynamic, people-facing environments
📋 What You’ll Own
• Maintain weekly financial scorecards and Excel tracking sheets
• Track commissions and sales data using internal enrollment tools
• Manage investor logs with up-to-date, accurate entries
• Reconcile records to reflect current transactions and projections
• Proactively reach out to clients who were declined and offer alternate solutions
• Collaborate with the special financing team to build client-centered outcomes
• Professionally manage client communication via email and phone
• Conduct periodic audits and resolve discrepancies in financial records
• Ensure strict confidentiality for financial and client data
🎯 Must-Have Traits
• Proven experience in bookkeeping, accounting, or financial data entry
• Strong proficiency in Excel and familiarity with financial software
• Analytical mindset with strong math skills and attention to detail
• Comfortable communicating with clients, especially in sensitive scenarios
• Prior experience in customer support or client success preferred
• Organized, proactive, and professional under pressure
• Empathetic communication style with a customer-first approach
💻 Remote Requirements
• Internet: Minimum 15 Mbps primary, 10 Mbps backup
• Devices:
- Primary: Intel i5 processor, 8 GB RAM
- Backup: Intel i3 or equivalent (must operate during power outages)
• Workspace: - Webcam
- Noise-canceling USB headset
- Smartphone for two-factor/authentication
- Quiet, dedicated home office
💡 Why It’s a Win for Remote Finance Pros
• Use your financial precision to make a real difference for clients
• Be a point of reassurance for clients navigating financial decline decisions
• Engage in meaningful, people-driven financial support work
• Work with flexibility, autonomy, and a remote setup that respects your time
✍️ Call to Action
If you’re detail-obsessed, people-savvy, and Excel-ready, apply now and become a trusted part of a team that blends financial excellence with human connection.