Accountant / Financial Planning Assistant - (El Campo, TX)

Position overview We are currently seeking an Accountant/Financial Planning Assistant to join the team You will be involved with a broad spectrum of duties in a small office environment. Responsibilities: Perform basic bookkeeping for various clients including weekly review of invoices and cash receipts/disbursements Work with financial advisor to coordinate and prepare for client meetings Assist with client documentation requirements Coordinate client appreciation events and seminars Assist with marketing and overall client communications Generally oversee the operations of the office Requirements: Background in accounting, finance, or other related fields Knowledge of Quickbooks Advanced spreadsheet skills Strong attention to detail Strong analysis and critical thinking skills Effective and polite communication with clients Expertise to work autonomously with effective and efficient time management Proactive issue solving