Position Overview

We are seeking a highly professional, detail-oriented Office Accounting Clerk to support daily accounting functions while also providing essential office and administrative support. This role is ideal for someone who is organized, discreet, client-focused, and comfortable working in a polished professional office environment.

The position combines accounting support, administrative coordination, and general office assistance, requiring strong attention to detail and excellent interpersonal skills.

Key Responsibilities

Accounting & Financial Support

• Assist with accounts payable and accounts receivable processing
• Prepare, review, and reconcile invoices, expense reports, and billing documentation
• Enter and maintain accurate financial data in accounting systems
• Support month-end and year-end administrative accounting tasks
• Assist with document preparation for internal reviews and external partners

Office & Administrative Support

• Provide front-office and administrative support to advisors and operations staff
• Answer phones, greet clients professionally, and manage incoming correspondence
• Schedule meetings, coordinate calendars, and prepare meeting materials
• Maintain organized digital and physical filing systems
• Order office supplies and coordinate with vendors as needed
• Support compliance and confidentiality standards common in wealth management environments

Qualifications

• Prior experience in accounting, bookkeeping, or office administration
• Strong attention to detail and accuracy
• High level of professionalism, discretion, and confidentiality
• Proficiency with Microsoft Office (Excel, Word, Outlook)
• Strong written and verbal communication skills
• Ability to multitask and support multiple team members in a fast-paced office

Preferred Qualifications

• Experience in financial services, wealth management, or professional services
• Familiarity with accounting or bookkeeping software
• Associate's degree or relevant coursework in Accounting, Business, or Finance

Location: Pasadena, CA
Schedule: Monday-Friday | Full-Time | Monday-Friday 7:30am-4:30pm

Pay -$21-24hr

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.