Experienced Bookkeeper for High-Net-Worth Individuals and Luxury Boutique Firm - Fully Remote Opportunity with NFP

Unlock Your Career Potential as a Bookkeeper at NFP

NFP, an Aon Company, is a renowned leader in the business insurance industry, celebrated for its commitment to diversity, equity, and inclusion. As a multi-year Best Places to Work award winner and recipient of the 5-Star DEI award from Insurance Business magazine, NFP is dedicated to fostering a culture that values people-first approaches and innovative solutions. Judith Heft & Associates, a part of NFP, is now seeking an exceptional Bookkeeper to join their team in a fully remote capacity.

About Judith Heft & Associates

Judith Heft & Associates is a luxury boutique firm specializing in providing customized bookkeeping and bill paying services to high-net-worth individuals and small to medium-sized businesses. With a focus on integrity and attention to detail, the firm prides itself on delivering financial concierge services that cater to the unique needs of its discerning clients.

Job Summary

We're looking for a highly skilled and energetic Bookkeeper to join our growing organization. As a Bookkeeper at Judith Heft & Associates, you will play a critical role in managing the financial affairs of our clients with precision and care. This is a full-time, remote position requiring a strong background in bookkeeping, excellent organizational skills, and the ability to work independently.

Key Responsibilities

• Manage client financial records with accuracy, including accounts payable, receivables, and journal entries.
• Process online and offline bill payments and reconcile accounts to ensure timely and accurate financial transactions.
• Generate month-end client reports, providing insights into financial performance and position.
• Utilize QuickBooks Desktop, QBO, and Quicken to maintain up-to-date financial records and perform tasks efficiently.
• Demonstrate proficiency in Microsoft Office, particularly Outlook, Word, and Excel, to communicate effectively and produce reports.
• Handle confidential client information with discretion and maintain the highest level of professionalism.
• Develop strong relationships with clients, particularly seniors, by providing exceptional customer service and support.
• Manage multiple client accounts simultaneously, prioritizing tasks to meet deadlines and deliver high-quality results.

Essential Qualifications

• 3+ years of directly related bookkeeping experience, preferably in a boutique or high-end financial services environment.
• Proficient in QuickBooks Desktop, QBO, and Quicken, with a strong understanding of financial management principles.
• Excellent organizational, time-management, and analytical skills, with the ability to work independently in a remote setting.
• Strong knowledge of Microsoft Office, particularly Outlook, Word, and Excel.
• Ability to handle confidential information with discretion and maintain client confidentiality.

Preferred Qualifications

• Certified Bookkeeper (or similar certification) demonstrating expertise and commitment to the profession.
• Experience working with high-net-worth individuals and seniors, understanding their unique financial needs and preferences.
• A background in financial services or a related field, with a deep understanding of financial management and accounting principles.

What We Offer

NFP and Judith Heft & Associates are proud to offer a comprehensive benefits package that includes:

• A competitive salary that reflects your experience and qualifications.
• PTO and paid holidays to ensure a healthy work-life balance.
• A 401(k) plan with company match to support your long-term financial goals.
• Exclusive discount programs and health & wellness initiatives to promote your overall well-being.
• Opportunities for professional growth and development within a dynamic and inclusive organization.

Career Growth and Learning Benefits

At NFP, we're committed to fostering a culture of continuous learning and professional development. As a Bookkeeper at Judith Heft & Associates, you'll have access to training and resources that will help you stay up-to-date with industry trends and best practices. Our PeopleFirst culture prioritizes building lifelong relationships with our employees, providing a supportive environment that encourages growth and advancement.

Work Environment and Company Culture

As a fully remote employee, you'll enjoy the flexibility and autonomy to work from anywhere. Our inclusive and diverse culture values unique perspectives and experiences, promoting a collaborative and dynamic work environment. We're proud to be an equal opportunity employer, dedicated to creating a workplace where everyone feels empowered and included.

Join Our Team

If you're a motivated and detail-oriented Bookkeeper looking for a challenging and rewarding opportunity, we encourage you to apply. At NFP and Judith Heft & Associates, we're passionate about building a team that is as diverse as it is talented. Don't hesitate to apply, even if you don't meet every qualification on our list. We recognize that valuable skills can come in various forms, and we're eager to learn about your unique talents and experiences.

NFP is an inclusive Equal Employment Opportunity employer. We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. By joining our team, you'll become part of an organization that prioritizes people-first approaches, innovation, and excellence.

Ready to Apply?

If you're excited about this opportunity and ready to contribute to a thriving team, please submit your application. We look forward to reviewing your qualifications and discussing how you can make a meaningful impact at Judith Heft & Associates.