Financial Onboarding and Processing Specialist (Accounting Experience Required)

Overview

Handles client financial onboarding, statement processing, and accounting setup remotely.

Key Responsibilities

• reporting
• onboarding
• file management
• financial statements
• template updates
• software setup

Tasks

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

People Also Searched For

Benefits

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

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