Job Detail

Bookkeeper/Administrative Assistant

Bookkeeper/Administrative Assistant

Oasis Associates Inc.

San Luis Obispo, CA

Job ID : 4d5a45566d796e66542f65387736746d75413d3d

Job Description :

GENERAL ACCOUNTING: AR/AP, etc. for Boutique Design Firm – Immediate Opening

POSITION SUMMARY
This position reports to the Principal Planner and Principal Landscape Architect. Duties include monthly invoicing, accounts payable, coordination with the firm’s P/T bookkeeper, as well as miscellaneous administrative tasks. This is a full time/in office position.

ESSENTIAL DUTIES + RESPONSIBILITIES

  • Prepare documents and conduct miscellaneous administrative functions related to:
  • Letters of Transmittal, Letters of Engagement, Requests for Proposals, etc.
  • Respond to information requests, provide clarification, and follow-up, as required
  • Review and summarize miscellaneous reports, background information, and other documents for accuracy
  • Assist with preparation of proposals and contracts
  • Review & prepare internal contracts/agreements, insurance certificates, billing requirements, etc.
  • Review and prepare outside consultant contracts on behalf of clients
  • Prepare comprehensive digital job files based upon naming conventions
  • Assist principals and staff with updating current project information
  • Answer multiple phone lines, screen, and direct calls promptly and efficiently, and receive visitors
  • Professional phone etiquette
  • Route multiple calls simultaneously, and prioritize callers, if needed
  • Identify the caller, reason for call, and appropriate team member; take appropriate messages
  • Recognize clients (phone & in person), introduce & greet visitors, obtain new contact info, etc.
  • Prepare conference room for meetings
  • Prepare monthly client invoicing
  • Review timecards, associated memos/tasks, verify hours, and posting accuracy
  • Draft invoices, review, and prepare final invoices
  • Track project budgets and prepare accounting reports
  • Prepare accounting recaps, budgets, and track progress for projects
  • Prepare comprehensive accounting recaps for client’s projects
  • Data entry
  • Prepare spreadsheets and tables, as directed
  • Enter billable hours with memos and expenses
  • Track accounts receivable (internal A/R and sub-consultant invoices, etc.)
  • Pay bills and track accounts payable (via Quick Books)
  • General office management o Opening/closing, mail & shipping, file administration, copies/scanning, office organization, procedures, office & equipment supplies, etc.

SKILLS + QUALIFICATIONS

  • A high level of professionalism and confidentiality
  • Professional business writing and verbal communication skills
  • Effective interpersonal skills, with ability to listen carefully and ask questions
  • Strong organizational skills and attention to detail
  • Excellent coordination and time-management skills
  • Successful problem-solving skills and strong decision-making ability, with ability to anticipate needs
  • Advanced knowledge in MS Office (Word, Excel, Outlook). Typing 50+ wpm
  • Advanced knowledge of Quick Books, BillQuick, Access
  • Valid CA driver license; reliable transportation

Job Type: Full-time

Pay: $25.00 - $26.00 per hour

Benefits:

  • 401(k)
  • Health insurance
  • Paid training
  • Retirement plan

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • San Luis Obispo, CA 93401: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Bookkeeping: 1 year (Required)

Work Location: One location

Company Details :

Name : Oasis Associates Inc.

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Details

: San Luis Obispo, CA

: 25 - 26 USD HOURLY

: 6 days ago

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