Accounting Assistant - Part-Time

FCSLA Life Insurance & Annuities; Beachwood (OH); On-site; USD 25,000 - 30,000; Part time

Job summary

FCSLA Life Insurance & Annuities in Beachwood, OH seeks a dependable Part-Time Accounting Assistant to support the Accounting and Finance team with bookkeeping, data entry, and member-service duties in a professional office setting.

Ideal candidates have coursework in accounting or related fields and basic Excel skills; prior experience is helpful but not required. The role involves assisting with Form 1099 inquiries and confidential information handling.

Qualifications

• Coursework in Accounting, Business, Finance preferred but not required.
• Experience in office, bookkeeping, or accounting-related tasks is helpful.
• Basic to intermediate Microsoft Excel skills required for spreadsheets and calculations.
• Comfortable working with numbers and financial records with attention to accuracy.
• Strong communication and interpersonal skills, especially over the phone.
• Ability to handle confidential financial and member information discreetly.
• Ability to prioritize, follow procedures, and meet deadlines.
• Willingness to learn new accounting processes and systems.
• Ability to work both independently and in a team.

Responsibilities

• Assist with accounts payable, invoice processing, and routine accounting transactions.
• Enter and maintain accurate financial information in company systems and Excel.
• Assist with reconciliations, research discrepancies, and verify supporting docs.
• Maintain accounting schedules, spreadsheets, and financial records.
• Assist with check processing, deposits, and routine financial tasks.
• Support monthly accounting and financial reporting activities.
• Perform data entry and ensure information completeness and accuracy.

Skills

Attention to detail

Organizational skills

Communication skills

Teamwork

Data entry

Education

Coursework in Accounting/Business/Finance

Tools

Microsoft Excel

Job description

FCSLA Life is committed to providing exceptional service and support to our members. Our mission is to ensure that every member feels valued and understood, fostering a culture of inclusivity and respect.

About the Role

Position Summary

We are seeking a dependable, organized, and detail-oriented Part-Time Accounting Assistant to support our Accounting and Finance team with a variety of accounting, bookkeeping, member service, and general administrative responsibilities.

This position is ideal for someone who enjoys working with numbers, spreadsheets, and financial information and is seeking a part-time opportunity in a professional office environment.

Previous accounting experience is helpful but not required. Candidates with coursework in accounting, bookkeeping, business, or Microsoft Excel, as well as individuals who have performed accounting-related responsibilities in previous office positions, or College Students are encouraged to apply.

The position also involves assisting members who contact our organization with questions regarding tax documents, including Form 1099. Strong communication skills, patience, attention to detail, and a willingness to research and resolve routine inquiries are important.

Primary Responsibilities

Accounting and Bookkeeping Support

• Assist with accounts payable, invoice processing, and routine accounting transactions.
• Enter and maintain accurate accounting and financial information in company systems and Excel spreadsheets.
• Assist with account reconciliations, research discrepancies, and verify supporting documentation.
• Maintain accounting schedules, spreadsheets, and financial records.
• Assist with check processing, deposits, and other routine financial transactions.
• Support monthly accounting and financial reporting activities.
• Perform data entry and review information for completeness and accuracy.

Member Service and Tax Document Support

• Respond professionally and courteously to member telephone inquiries regarding Form 1099 and other routine accounting matters.
• Research member account information and assist in explaining amounts reported on tax documents using established procedures.
• Assist with requests for duplicate or corrected tax forms, when appropriate.
• Refer complex tax or accounting questions to the appropriate accounting staff.
• Maintain confidentiality and protect sensitive member and financial information.

General Office and Administrative Support

• Organize, scan, file, and maintain accounting records and supporting documentation.
• Provide general administrative and clerical assistance to the Accounting and Finance team.
• Assist with special projects and additional accounting-related assignments as needed.

Qualifications

• Coursework in Accounting, Business, Finance, Bookkeeping, or a related field is preferred but not required.
• Previous general office, bookkeeping, administrative, banking, customer service, or accounting-related experience is helpful.
• Basic to intermediate proficiency in Microsoft Excel, including the ability to work with spreadsheets and perform basic calculations.
• Comfortable working with numbers, financial records, and detailed information.
• Strong organizational skills and attention to accuracy.
• Good communication and interpersonal skills, particularly when assisting members by telephone.
• Ability to handle confidential financial and member information with discretion.
• Ability to prioritize assignments, follow established procedures, and meet deadlines.
• Dependable, adaptable, and willing to learn new accounting processes and systems.
• Ability to work both independently and collaboratively as part of a team.

This job is performed in a professional office environment. This is a part-time position with core business hours Monday through Friday. Hours of work are typically 8:00 a.m. to 4:30 p.m. Work is routinely performed using standard office equipment such as computers, phones and copiers, in a fast-paced environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing duties of this job, the employee is regularly required to talk, hear, sit for long period of time, use of hands and fingers to keyboard, use of standard office equipment such as computers, phones and copiers, navigating about the office and viewing materials and equipment needed to perform required tasks. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Work also requires ability to reach into top filing cabinet drawers and bend or stoop to reach into bottom filing cabinet drawers.

Equal Opportunity Statement

FCSLA Life is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.