Financial Onboarding and Processing Specialist (Accounting Experience Required)

Overview

Handle client financial onboarding, process statements, and maintain accounting records.

Key Responsibilities

• financial processing
• reporting
• template updates
• account onboarding
• software setup
• file management

Tasks

-Processing of client financial statements as necessary -Complete reporting as directed -Update Financial Coach resources as directed -Retrieves information as requested from records, emails, minutes, and other related documents; prepares written summaries of data when needed. -Responds to and resolves administrative inquiries and questions. -Treat all internal and external customers, clients, and co-workers with respect -Complete onboarding of new Financial Coach accounts -Update and maintain templates -Use the tools and resources as provided within the guidelines specified -Work with clients to set foundational structure in accounting software -Maintain client files and appropriate electronic documentation as directed

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Benefits

-Great place for career advancement with training and support from the team -WE ARE A 100% DRUG-FREE AND TOBACCO-FREE EMPLOYER** -Our average employee tenure is over 7 years we are a great place to work!

About Bdr - Business Development Resources

-Delivers tailored business coaching, workshops, and virtual classes for HVAC, plumbing, and electrical firms. -Clients range from small contractors to large distributors—typical projects include profit mapping and business planning. -Has been named one of Washington's top workplaces multiple years in a row for culture and retention. -In 2024–25, recognized as 'Best in Consulting' and part of Washington's Top 100 Places to Work.

Sector Specialisms