Bookkeeper/Assistant

Olson Financial Services - Part-Time Bookkeeper/Assistant

Job Description:

We are looking for a positive and organized person to help manage the administrative needs of a family-owned wealth management and insurance firm. This person will work closely with the owner and his clients. Part-time position with flexible hours – 20 hours a week. Hourly pay based on experience.

Qualifications:

• Bookkeeping experience
• QuickBooks experience preferred 
• Microsoft Office experience 
• Strong organizational and task management skills
• Positive attitude and eagerness to learn
• Patience with elderly clients who may be slow at or not use recent technology 
• Financial services/insurance industry experience preferred
• Background check required 

Education requirements: High School diploma or AA Degree.

Our clients always come first! We serve all of our families and individuals with an emphasis on long-term portfolio sustainability.  Whether you are looking to grow your portfolio or if you need guidance in efficiently managing distribution in retirement, we are ready to give you confidence in the future.

Please click "Apply Now" to submit your resume for consideration.