Bookkeeper - Small Office Environment - Waltham, MA

Beverly Permanent USD65,000 - USD75,000
  • Boutique Financial Services business based in Beverly, MA
  • Supporting the Senior Leadership and Finance team

About Our Client

The employer is a private yet prestigious financial services business with 15 employees, based in Beverly, MA. They have been in existence for over 100 years. They have partnered exclusively with Michael Page Boston to secure their next Bookkeeper/ Office Admin.

Job Description

Due to continued growth, a Bookkeeper/ Office Admin opportunity has arisen to support a boutique financial services business in Beverly, MA. This is a role that is designed for someone who is looking to secure their next role in a stable, high performing and collaborative office environment where discretion, intellectual curiosity and having the ability to roll up one's sleeves and get involved at all levels, is highly valued.

Main duties and responsibilities will include the following:

  • Support accounting with accounts payable and receipts
  • Help scan deposits to bank account and identify which trust accounts to credit
  • Assist with putting together excel spreadsheets for importing into accounting system
  • Organize files for private equity, disbursement backup and cash receipts for entry into accounting system
  • Assist with overseeing life insurance policies, which includes paying bills on time, tracking 1035 exchanges and help ensure that the accounting system is up to date with latest valuations
  • Bill pay in QuickBooks
  • Manage and maintain day to day office activities and provide general administrative support (ordering supplies, managing phone lines, copying, faxing, filing)
  • Oversee mailings, including sorting and distributing incoming mail, send outgoing mail, preparing packages
  • Serve as a liaison /in-house coordinator to the external contractors
  • Coordinate meeting logistics (Board meeting)
  • Help to maintain shared spaces (specifically reception, kitchen, conference room and supply room)
  • Help organize office lunches, summer outing, Christmas Party etc.

This opportunity is Retained and Exclusive to Michael Page Boston. You will not find it elsewhere. Submit your resume today and it will be considered promptly.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

In return for a competitive remuneration package, the successful candidate will possess the following:

  • Bachelor's degree or equivalent
  • 1-2+ years of prior bookkeeping and administrative experience
  • Excellent organization skills and attention to detail
  • Experience with office systems, including proficiency in Office 365
  • Ability to work independently and as part of a team.

What's on Offer

  • $ 65,000 to $ 75,000 base salary (depending upon relevant experience)
  • Performance related bonus scheme
  • Extremely competitive benefits package
  • Harvard Pilgrim Healthcare PPO - 100% paid by employer for you and the entire family
  • Dental and Vision - 100% paid for by employer
  • 401K 6% personal contribution is matched by a 5% employer contribution
  • Above inflation annual salary increases
  • Beverly, MA campus work location
  • Boutique working environment
  • Close-nit, highly competent, collaborating, team environment with incredibly low staff turnover and high staff retention.
Tom Smith
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Job summary

Sub Sector
Financial Accounting
Business Services
Contract Type
Consultant name
Tom Smith
Job Reference