Administrative / Accounting Assistant

About This Role

This Administrative Assistant role provides essential office and clerical support, reporting to the Chief Financial Officer. The position supports bookkeeping, trust accounting, and escrow staff, requiring a strong understanding of company policies and excellent customer service.

Responsibilities

• Assist escrow staff with document preparation and file organization
• Verify necessary 1099 information has been received
• Input data into the system as needed
• Perform data entry of deposit details and take deposits to the bank
• Print and send out customer invoices/statements
• Answer and direct phone calls
• Greet and assist visitors
• Manage incoming and outgoing mail
• Maintain office supplies and equipment
• Process orders and set up new accounts
• Perform clerical duties, including filing, copying, and scanning
• Assist with billing and invoicing for title insurance, closings, and credit services
• Operate a company or personal vehicle for company errands or training
• Adhere to company policies, procedures, and industry regulations
• Maintain accurate records and documentation

Requirements

• Must be at least 18 years of age
• Valid driver’s license
• Ability to pass an MVR and background check
• High school diploma or equivalent
• Organized with attention to detail
• Problem-solving skills
• Ability to meet deadlines
• Ability to prioritize tasks
• Proficient computer skills, including Google or Microsoft Office Suite or related software
• Ability to learn new programs quickly
• Excellent interpersonal and customer service skills
• Strong verbal and written communication skills
• Ability to handle confidential information with discretion

Qualifications

• High school diploma or equivalent
• Previous experience in an office, Title, Escrow, or Banking is a plus.

Nice to Have

• Previous experience in an office, Title, Escrow, or Banking

Skills

* Required skills

Benefits