JOB OVERVIEW

We are a small, trusted bookkeeping firm in Chicago providing personalized financial record-keeping and support to our clients. We pride ourselves on accuracy, discretion, and reliability in handling sensitive financial information.
This part-time position is an important, ongoing role within our firm. We need a dedicated and dependable individual who can consistently manage document retrieval and organization each month. It is not a flexible, ‘do-when-you-can’ side job, but rather a critical support function we rely on.

POSITION OVERVIEW:

We are seeking a detail-oriented and trustworthy individual to assist with downloading and organizing financial documents. This role involves securely logging into client bank, credit card, loan, and other financial institution portals to retrieve monthly statements and reports, and then saving them into our file-sharing system in an organized manner.

EXPERIENCE

• Prior experience handling sensitive financial data or working in bookkeeping/accounting support preferred
• High level of integrity, trustworthiness, and professionalism
• Strong attention to detail and organizational skills
• Experience with online portals, secure logins, and file-sharing platforms (LastPass, Box, Dropbox, Google Drive or similar)
• Experience with online project management tools (Slack, Monday, Sweet Process)
• Reliable internet connection and ability to work independently in a remote environment
  Job Type: Part-time
  Pay: $19.00 - $22.00 per hour
  Expected hours: 5 – 10 per week

Benefits:

• 401(k)

Work Location: Remot

• Log into designated financial institution websites (banks, credit cards, loans, etc.)
• Download monthly account statements and related financial documents
• Accurately name and organize files in the file sharing system according to our firm’s standards
• Maintain strict confidentiality and security protocols with sensitive financial data
• Communicate with our bookkeeping team regarding missing or delayed documents