Membership and Finance Assistant

Position Overview:

We are seeking a detail-oriented Membership and Finance Assistant to support our financial operations and membership services. This role will be responsible for bookkeeping, financial reporting, and supporting our members by managing applications, renewals, and inquiries. The ideal candidate is proficient in QuickBooks, has experience in financial administration, and is comfortable engaging with members as a representative of our organization.

Key Responsibilities:

Finance & Bookkeeping:

• Manage day-to-day transactions, including accounts receivable and accounts payable (creating invoices, processing payments, making bank deposits, and issuing checks).
• Ensure accurate billing for clients and timely payments to vendors.
• Record and track monetary transactions, integrating them into company records daily.
• Process payroll and contracts, ensuring accuracy in payroll distribution, timekeeping, and compliance with tax filings (W-2s, 1099s, and other tax forms).
• Conduct bank reconciliations and ensure accuracy in financial records.
• Assist in preparing board reports and investment balancing in QuickBooks.

Membership Support:

• Process membership applications and renewals, ensuring accurate recordkeeping.
• Maintain and update membership databases, including AIA membership records.
• Generate membership invoices and track payments.
• Respond to member inquiries regarding benefits, dues, and account details.
• Support membership drives and recruitment efforts.
• Provide administrative support for membership-related events and activities.
• Address complaint calls with professionalism and escalate concerns as needed.

Qualifications & Skills:

• Proficiency in QuickBooks (required).
• Experience in bookkeeping, financial reporting, and payroll.
• Strong attention to detail and ability to maintain accurate records.
• Excellent communication and customer service skills.
• Ability to handle confidential financial information with discretion.
• Experience managing membership databases and invoicing is a plus.
• Strong organizational and administrative skills.
• Ability to multitask and work independently in a part-time capacity.