We are a leading wealth management company dedicated to providing personalized financial solutions and exceptional client service. Our team values professionalism, integrity, and collaboration in helping clients achieve their financial goals.

Position Overview

The Office Accounting Assistant will support daily accounting and administrative functions to ensure smooth office operations. This role is ideal for someone detail-oriented, organized, and comfortable working in a fast-paced environment.

Key Responsibilities

• Assist with accounts payable and accounts receivable processing
• Prepare and maintain financial records and reports
• Reconcile bank statements and client accounts
• Support payroll and expense tracking
• Handle data entry and maintain accurate records in accounting systems
• Provide general administrative support to the accounting team

Qualifications

• 1-2 years of accounting or office administration experience
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Familiarity with accounting software (QuickBooks or similar)
• Strong attention to detail and organizational skills
• Excellent communication and problem-solving abilities

Monday-Friday 7:30am-4:30pm, Pasadena CA