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Executive Assistant / Full-Charge Bookkeeper

SPR Insurance Group

Company Description SPR Insurance Group is an insurance intermediary dedicated to delivering comprehensive, tailored solutions for business and individual clients. The company combines a unique advisory approach with an experienced committee that evaluates each client's risks and designs appropriate coverage plans. Clients benefit from a broad range of insurance products, competitive pricing, and a strong partner network across the Caribbean and the Americas. SPR's support staff is consistently available to assist with loss control, claims handling, and coverage questions, helping to ensure peace of mind. The organization focuses on quality, service, and long-term client relationships in both domestic and foreign markets.

About the role

This person will own the company's day-to-day books from start to finish, pay its bills, manage wire transfers, and handle the office's administrative work, along with other projects as they come up. The position reports directly to the company's President.

Responsibilities

Full-charge bookkeeping

  • Maintain the full set of books in QuickBooks, including the general ledger, journal entries, and chart of accounts
  • Pay all company bills accurately and on time
  • Prepare and submit wire transfers, ACH payments, and checks, following company approval procedures
  • Manage accounts payable and accounts receivable, and keep vendor records current
  • Reconcile all bank and credit card accounts every month
  • Manage cash flow and track upcoming payments and deadlines
  • Complete month-end close and prepare financial statements and reports for the President
  • Prepare 1099s and coordinate with the outside CPA on year-end and tax needs
  • Keep financial files organized and supporting documents ready for audit

Administrative and personal assistance

  • Manage calendars, schedule meetings and appointments, and coordinate travel
  • Handle phone calls, email, and correspondence professionally
  • Prepare documents, spreadsheets, and presentations in Microsoft Word, Excel, Outlook, and PowerPoint
  • Order office supplies and coordinate with vendors and service providers
  • Keep confidential records and files organized
  • Take on other tasks and special projects as needed

Qualifications

  • 3+ years of full-charge bookkeeping experience
  • Experience processing wire transfers, ACH payments, and vendor payments through online business banking
  • Advanced proficiency in QuickBooks
  • Strong Microsoft Office skills, especially Excel and Outlook
  • Administrative or executive assistant experience
  • Highly organized and detail-oriented, able to juggle several priorities and deadlines
  • Discreet and trustworthy with confidential financial and personal information
  • Clear, professional written and verbal communication
  • Available to work on-site five days a week
  • Bilingual English/Spanish is a plus

What we offer

  • Competitive salary, based on experience
  • Medical, dental, vision
  • 401(k) with company match
  • Paid time off and holidays

Final candidates must pass a background check, which may include a credit check, as permitted by law. Our client is an equal opportunity employer.

Vacancy posted 9 days ago
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