General Clerk

Job description Smart, observant, objective resources to improve performance, plan strategies – help you reach the top, and stay on top. Get Coaching Financial on your sidelines for individual financial planning, business insurance, benefits implementation — and get you the best balance between financial offense and defense strategies

We are seeking a dedicated and detail-oriented Clerk to join our team. The ideal candidate will play a vital role in ensuring the smooth operation of our office by providing essential clerical support. This position involves managing front desk responsibilities, maintaining files, and assisting with customer inquiries. The Clerk will be instrumental in fostering a positive environment for both staff and clients.

Duties • Greet visitors and manage front desk operations, ensuring a welcoming atmosphere. • Handle incoming calls and direct them to the appropriate personnel using phone systems. • Maintain organized filing systems for documents and records, both physical and digital. • Utilize Google Workspace for document creation, collaboration, and communication. • Assist with bookkeeping tasks using QuickBooks, including data entry and invoice processing. • Provide exceptional customer support by addressing inquiries and resolving issues promptly. • Proofread documents for accuracy and clarity before distribution. • Perform various clerical tasks as assigned to support office operations.

Qualifications • Previous experience in an office or clerical role is preferred. • Proficiency in Google Workspace applications (Docs, Sheets, Drive). • Familiarity with QuickBooks is a plus but not mandatory. • Bilingual candidates are encouraged to apply to enhance communication with diverse clientele. • Strong organizational skills with attention to detail in managing files and documentation. • Excellent verbal and written communication skills, including proofreading capabilities. • Ability to work collaboratively in a team environment while also being self-motivated. • Experience with customer support is beneficial.

Benefits • Dental insurance • Flexible schedule • Health insurance • Paid time off • Parental leave • Tuition reimbursement • Vision insurance

Work Location: Remote

Join our team as a Clerk and contribute to creating an efficient and welcoming office environment!