Bookkeeper / Assistant Daily Money Manager

You must live in Washington state in order to qualify for this position.

Are you passionate about personal finance and making a tangible difference in people's lives? Are you seeking a part-time role with flexible hours where your work directly impacts the financial well-being of others? Look no further than SDS Smart Daily Services: With the opportunity for growth and development, including the potential to step into a primary DMM position in the future, this part-time position offers both flexibility and fulfillment. If you're detail-oriented, possess strong organizational skills, and have a solid understanding of personal finances, we want to hear from you!

About us: At SDS Smart Daily Services, we specialize in providing support for managing daily financial affairs for individuals and families. Our clientele ranges from seniors and people with disabilities to busy professionals and individuals seeking to outsource such tasks. Our mission is to deliver high-quality service, offering peace of mind and freeing up time for our clients to focus on more important aspects of their lives. Before applying, please visit our website www.smartdailyservices.com and learn more about the work we do.

Overview: The Assistant Daily Money Manager (DMM) role is crucial in supporting the primary DMM to deliver personalized financial management services to clients. This position involves assisting with various financial tasks and serving as a backup during the primary DMM's absence, ensuring continuous service delivery and client satisfaction. This part-time position (10-20 hours/week) offers the potential to grow into more hours and a primary DMM position in the future. Most tasks can be completed remotely with a flexible schedule.

Key Responsibilities

Bookkeeping and Documentation:

• Track transactions in Quicken and assist in organizing financial documents.
• Ensure proper categorization and request missing information from the primary DMM or the client.
• Help monitor account balances and identify irregularities or unauthorized transactions, reporting findings to the primary DMM.

Bill Payment Assistance:

• Support the primary DMM in managing bill payment processes, ensuring timely payment of bills, invoices, and other financial obligations.
• Help monitor due dates and track payment histories, addressing any billing discrepancies or issues as directed.

Budgeting and Financial Planning Support:

• Assist in developing and maintaining personalized budgets based on income, expenses, and financial goals.

Financial Reporting Support:

• Assist in preparing and organizing financial reports, summaries, and analyses for clients under the guidance of the primary DMM.

General administrative tasks:

• Occasionally help with administrative duties like client document pickups, document scanning, and filing.

Further Responsibilities

• Act as a deputy for the client's primary DMM's during absence periods. This may include keeping in-person appointments with the client.

Qualifications:

• High school diploma or equivalent (required); bachelor’s or associate degree in finance, accounting, bookkeeping, or related field (preferred).
• Proficiency in Microsoft Office tools within a PC environment.
• Strong organizational skills with meticulous attention to detail.
• Excellent communication and interpersonal abilities.
• Knowledge of financial software and tools (e.g., Quicken, QuickBooks, Xero, Excel) is preferable.
• Solid understanding of personal finances
• Must pass a civil and criminal background check and have no bankruptcy history.

Additional Requirements

• Ethical conduct and integrity in handling sensitive financial information.
• Ability to maintain confidentiality and discretion regarding clients' personal and financial affairs.
• Flexibility to adapt to changing priorities and client needs.
• Willingness to learn and develop skills in financial management.
• Availability to work part-time hours as needed to support the primary DMM.
• Must have car and be willing to occasionally visit clients in the Vancouver/Portland Metro area.

Application process

• Include a resume and a cover letter with your application
• The subject line of your cover letter has to be: "Assistant DMM - I want this job"

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 10 – 20 per week

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday

Experience:

• Microsoft Excel: 1 year (Preferred)
• Quicken: 1 year (Preferred)

Ability to Relocate:

• Vancouver, WA 98685: Relocate before starting work (Required)

Work Location: Hybrid remote in Vancouver, WA 98685