Office Administrator

The Office Administrator will handle all incoming leads and phone calls and be responsible for coordinating our advisor team and client needs.

General Duties

  • Accounts Payable including invoice entry, preparation of payment approval report, providing the voucher package (3-way match) to management, and processing of vendor payments.
  • Credit Card processing including import of transactions from the credit card companies, reconciliation of accounts, obtain approvals for charges, and properly code the expenses to GL accounts.
  • Accounts Receivable including billing, cash applications, bank deposits and collections of past due accounts.
  • Maintain monthly supporting schedules associated general ledger accounts.
  • Enter monthly journal entries and assist in the monthly close.
  • Reconcile all bank accounts and supporting schedules to the general ledger.
  • Maintain fixed asset and depreciation schedules.
  • Prepare weekly and monthly reporting packages.

Background and Qualifications

  • B.S. or B.A. in Accounting
  • Minimum 3-5 years’ experience.
  • High level Excel skills
  • Strong organizational and time management skills
  • Attention to detail and accuracy
  • Strong interpersonal communication skills, both written and oral
  • Experience with QuickBooks a must.
Job Type

Full Time


Office Administration:
2 years (Preferred)

Administrative Assistant:
1 year (Preferred)


United States (Preferred)


  • Accepted file types: doc, docx, pdf, rtf, odt.
  • Accepted file types: doc, docx, pdf, rtf, odt.

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