# Bookkeeper (Part-Time)

> CrewBloom · Philippines (Remote) · Part-time · Posted 2024-06-28

**Workplace:** remote

**Department:** CLIENT-BASED

## Description

We are looking for a detail-oriented, proactive professional to join our client’s team in a dynamic part-time role combining financial record management with client engagement. This role involves bookkeeping, commission tracking, investor log management, and direct client interactions. If you thrive in a fast-paced environment, have a knack for numbers, and enjoy providing empathetic client support, we’d love to hear from you.

**Job Responsibilities**

-   Maintain and update financial scorecards and Excel spreadsheets weekly.
-   Accurately track sales data and commissions using an enrollment tracker, ensuring precise reporting.
-   Record and manage investor logs, maintaining current and accurate data for internal use and reporting.
-   Reconcile records to align financial data with current transactions and forecasts.
-   Proactively contact clients who have been declined to provide guidance and explore alternative solutions.
-   Collaborate with the special financing department to facilitate customized client solutions.
-   Communicate professionally and empathetically with clients via phone and email.
-   Conduct regular audits to identify and resolve discrepancies in financial records.
-   Uphold strict confidentiality of all financial documentation and client information.

## Requirements

-   Proven experience in bookkeeping, accounting, or a related field.
-   Advanced proficiency in Microsoft Excel and familiarity with financial management tools.
-   Exceptional organizational skills and a keen attention to detail.
-   Strong mathematical aptitude and analytical skills.
-   Comfortable and confident communicating with clients, particularly in sensitive or declined situations.
-   Experience in client relations, customer support, or sales tracking systems is preferred.
-   Empathy and professionalism when handling client inquiries or challenges.

_**Additional Information**_

-   This position operates within the EST time zone, between 8 AM and 6 PM. Flexibility to align with these hours is required.
-   Candidates must demonstrate excellent time management and the ability to juggle multiple tasks effectively.

**System Requirements**

-   At least 15mbps for the main internet and at least 10mbps for backup
-   A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
-   Note: Back-ups should still be able to function when there is a power interruption
-   A webcam
-   Noise-canceling USB Headset
-   Quiet, Dedicated Home Office
-   Smartphone

## Benefits

**Join Our Dynamic Team:** Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

**Embrace the Opportunities:** Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

**Limitless Career Growth:** Unlock a world of possibilities and resources to propel your career forward.

**Fast-Paced Thrills:** Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

**Flexibility, Your Way:** Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

**Work-Life Balance at Its Best:** Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.

## Apply

[Apply at CrewBloom](https://apply.workable.com/crewbloom/j/E45CF9F6A1/apply)

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