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Bookkeeper Financial Operations Associate Jobs in Vermont

Manchester Capital Management

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Operations Associate (Client Service Associate)

Manchester, VT · On-site

$45K - $55K/yr

Operations Associate Location: Manchester, VT Reports to: Director of Operations Company ... Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate ...

Triumph-HR

Financial Administrator

South Burlington, VT · Hybrid

$25 - $30/hr

Minimum of 2 years of experience in bookkeeping, accounting, accounts payable, payroll administration, or financial operations. * Experience using QuickBooks or similar accounting software strongly ...

Hannaford Supermarkets

PT Bookkeeper

Burlington, VT · On-site

Retail Operations Job Requisition: 505988 Address: USA-VT-Burlington-1127 North Avenue Store Code ... Have a total understanding of Front End standard practices. * Assist in training other associates ...

State of Vermont

Financial Administrator II

Berlin, VT · On-site

$43.80/hr

This position supports Vermont Lottery financial operations while ensuring compliance with ... OR Two years of full-time college coursework OR an Associate's degree in accounting, business ...

NBT Bank

Financial Consultant Associate

Burlington, VT · On-site

Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant.

NBT Bank

Financial Consultant Associate

Burlington, VT · On-site

Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant.

Gifford Health Care

Senior Accountant

Randolph, VT · On-site

$78K - $98K/yr

... operations in a dynamic environment. This role applies strong knowledge of Generally Accepted ... Requirements: * Bachelor's Degree (in Accounting or Finance) or Associate's degree with field ...

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Bookkeeper Financial Operations Associate information

What does a Bookkeeper Financial Operations Associate do?

A Bookkeeper Financial Operations Associate is responsible for recording financial transactions, maintaining accurate financial records, and supporting various financial operations within an organization. Their duties often include processing invoices, reconciling accounts, managing accounts payable and receivable, and assisting with payroll and financial reporting. This role ensures that financial data is organized and up-to-date, allowing businesses to make informed financial decisions and comply with regulatory requirements.

What are the key skills and qualifications needed to thrive as a Bookkeeper Financial Operations Associate, and why are they important?

To thrive as a Bookkeeper Financial Operations Associate, you need a solid understanding of accounting principles, attention to detail, and experience with financial recordkeeping, often supported by an associate degree in accounting or a related field. Proficiency with accounting software such as QuickBooks, Microsoft Excel, and enterprise resource planning (ERP) systems is typically required, and certifications like the Certified Bookkeeper (CB) can enhance credibility. Strong organizational skills, integrity, and effective communication are essential soft skills for managing multiple tasks and ensuring accurate reporting. These skills and qualities are crucial for maintaining precise financial records, supporting business decision-making, and ensuring compliance with financial regulations.

What is the difference between Bookkeeper Financial Operations Associate vs Accounts Payable Clerk?

AspectBookkeeper Financial Operations AssociateAccounts Payable Clerk
Primary ResponsibilitiesManaging financial records, reconciling accounts, processing transactionsProcessing vendor invoices, managing payments, maintaining accounts payable records
Required SkillsBasic accounting, data entry, attention to detailInvoice processing, vendor communication, data entry
CertificationsBookkeeping certification often preferredNot typically required, but familiarity with accounting software helpful
Work EnvironmentOffice setting, accounting departmentsOffice environment, finance or accounting teams

While both roles involve handling financial data, the Bookkeeper Financial Operations Associate manages overall financial records and reconciliations, whereas the Accounts Payable Clerk focuses specifically on processing vendor invoices and payments. Both positions require attention to detail and basic accounting skills, but the Bookkeeper often has broader responsibilities in financial recordkeeping.

How does a Bookkeeper Financial Operations Associate typically collaborate with other departments within an organization?

A Bookkeeper Financial Operations Associate regularly works with various departments such as accounts payable, accounts receivable, and payroll to ensure financial data is accurate and up to date. They often communicate with department managers to clarify budget discrepancies, process invoices, and reconcile accounts. This role also involves supporting finance team projects, preparing financial reports, and sometimes assisting with audits, making cross-functional collaboration essential for maintaining the organization's financial health.
What job categories do people searching Bookkeeper Financial Operations Associate jobs in Vermont look for? The top searched job categories for Bookkeeper Financial Operations Associate jobs in Vermont are:
What cities in Vermont are hiring for Bookkeeper Financial Operations Associate jobs? Cities in Vermont with the most Bookkeeper Financial Operations Associate job openings:
Bookkeeper Financial Operations Associate jobs near you
Operations Associate (Client Service Associate)

Operations Associate (Client Service Associate)

Manchester Capital Management

Manchester, VT • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Life

Posted 13 days ago

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Job description

Title: Operations Associate

Location: Manchester, VT

Reports to: Director of Operations

Company Description:

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide. Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.


Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.

Role Overview:


The /Operations Associate will work closely with the Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.

Primary Responsibilities:


Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:

  • Prepare client account paperwork
  • Coordinate alternative investment subscription/redemption requests
  • Process money movements (checks, journals, wires, account transfers, etc.)
  • Process quarterly estimated tax payments, annual RMDs and gifting securities
  • Prepare materials for client review meetings
  • Prepare tax packets for CPAs
  • Administer client files
  • Support quarterly performance reporting process
  • Support daily trade blotter process
  • Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)
  • Deposit client funds and maintain checks and securities receipt log
  • Provide back up support in absence of other associates
  • Support various audits and projects as necessary

Qualifications:

  • Undergraduate college degree
  • Previous RIA/client service experience
  • Working knowledge of investment operations (2+ years of experience)
  • Familiarity with portfolio accounting, performance reporting, trading, and CRM systems
  • Advanced Microsoft Excel skills
  • Basic accounting skills
  • Understanding of cost basis/tax lot accounting
  • Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments, etc.)
  • A strong analytical mind, attention to detail, and a desire to learn and grow
  • Positive attitude and willingness to accept change
  • Strong written, verbal, and interpersonal communication skills

Compensation compatible with experience

Company Description

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide.Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.
Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.