BOOKKEEPER – Successful Investor Wealth Management Inc.

We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing.

Successful Investor Wealth Management is actively seeking a Bookkeeper with strong accounting and analytical skills who will assist our General Accountant by ensuring the smooth and efficient operation of our accounting area.

Duties and Responsibilities:

Provide support for accounting and bookkeeping functions for Successful Investor Wealth Management and its affiliated companies, including the following:

• Record daily financial transactions in Sage (receipts, invoices/payments, bank and credit card transactions etc.).
• Manage full cycle accounts payable, correspondence with vendors, processing payment using EFTs, and maintaining records of invoices and supporting documents.
• Process company payroll...