Mountain West Financial, LLC
Bookkeeper/Administrative Assistant
25 days ago
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Important information
Contract type:
Freelance / Contract, Temporary, Part time
Salary:
$64,043 – $72,924 / year
Location:
San Bernardino, CA, USA
Work mode:
Onsite
Published on:
1 October 2026
What they need
Overview
We are seeking a dynamic and detail-oriented Bookkeeper/Administrative Assistant to join our team. This vital role combines financial management with administrative support, ensuring our office runs smoothly and efficiently. The ideal candidate will be proactive, highly organized, and possess excellent communication skills, ready to handle a variety of clerical and bookkeeping responsibilities in a fast-paced environment. This paid position offers an exciting opportunity to contribute to our organization’s success while developing your professional skills.
Duties
- Manage daily bookkeeping tasks using QuickBooks, including invoicing, expense tracking, and bank reconciliations
- Maintain accurate financial records and prepare reports for management review
- Handle incoming calls on multi-line phone systems with professionalism and courtesy
- Provide front desk support by greeting visitors, managing appointments, and directing inquiries
- Perform data entry and maintain organized filing systems for both digital and paper documents
- Assist with office management tasks such as supply ordering, calendar management, and scheduling meetings
- Support customer service efforts by responding promptly to client inquiries and providing exceptional support
- Utilize Microsoft Office suite—including Word, Excel, and Outlook—to prepare documents, spreadsheets, and correspondence
Requirements
- Proven experience with office administration and clerical duties in a professional setting
- Strong computer literacy with proficiency in Microsoft Office applications and data entry skills
- Familiarity with QuickBooks or similar accounting software is essential
- Excellent organizational skills with the ability to prioritize tasks effectively
- Bilingual abilities are highly valued to assist diverse client needs
- Exceptional phone etiquette and communication skills for front desk interactions and client communication
- Ability to manage multiple responsibilities simultaneously while maintaining attention to detail
- Previous experience in customer service or personal assistant roles is a plus
- Strong time management skills to meet deadlines efficiently
Join us in this engaging role where your organizational talents and technical proficiency will make a meaningful impact. We’re dedicated to fostering a supportive environment that values your contributions as we work together toward shared success.
Pay: $30.79 - $35.06 per hour
Expected hours: 32.0 per week
Benefits:
- Dental insurance
- Flexible schedule
- Retirement plan
- Tuition reimbursement
Work Location: In person
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