Job description

Office Manager
Castanho Financial Group, LLC

Job Summary

About Our Company

Castanho Financial Group, LLC is a growing, full-service accounting and investment firm that strives to be an indispensable part of our clients' financial lives. Our commitment is to provide progressive accounting and financial services centered on total client satisfaction.

Responsibilities and Duties

We seek to add a motivated and positive individual to our team to fill the role of Office Manager. The Office Manager position will manage the Accounting Firm and provide support to the owner of the firm in an efficient and resourceful manner. This is a full-time position with the following job responsibilities:

• Full management of Accounting and Investment Firm
• Firm billing, analyzation, and collections
• QuickBooks and banking for A/R and A/P
• Client correspondence via email and mail
• Manage personnel and human resource functions
• Personal assistant to the owner of the firm
• Demonstrated ability to multi-task and work independently in a fast-paced environment

Qualifications and Skills

• Recent tax office/banking experience preferred
• Experience with Microsoft Office Suite applications
• Effective verbal and written communication skills
• Extremely high-level of attention to detail and strong organizational skills
• Ability to work independently
• Knowledge of Ultra Tax software is a plus
• Background in the investment field, but not required
• Associates degree or higher preferred

Job Benefits

Our commitment to our employees is exceptional and is demonstrated year-round. We offer:

• Pay is commensurate with experience
• Medical insurance/access to Aflac
• Vacation/sick pay
• Access to company retirement plan
• Free Parking

Job Type: Full-time

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• East Hartford, CT 06108: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Office management: 2 years (Preferred)

Work Location: In person

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