Bookkeeping Specialist & Administrative Assistant

Kingdom Financial LLC

Carlyle (IL)

On-site

USD 40,000 - 60,000

Full time

2 days ago
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Job summary

Kingdom Financial LLC is seeking a Bookkeeping Specialist & Administrative Assistant for a full-time, on-site role in Carlyle, IL. You will maintain financial records, reconcile transactions, and support the preparation of basic financial statements while handling general administrative duties and client communications.

You will collaborate with financial coaches and team members to ensure accurate reporting and smooth office operations, contributing to high-quality client service in a

Qualifications

  • Proficiency in bookkeeping and managing journal entries with attention to detail and accuracy.
  • Ability to prepare, review, and interpret basic financial statements as part of ongoing client and internal reporting.
  • Experience using accounting software and related financial tools to record, track, and reconcile transactions.
  • General knowledge of finance principles to support coaching activities and client conversations.
  • Strong organizational, time-management, and administrative skills, including file management and scheduling.
  • Effective written and verbal communication skills, with a professional and client-centered approach.
  • Comfort working on-site in a small-office environment and collaborating with a multidisciplinary financial team.
  • Prior experience in bookkeeping, office administration, or financial services preferred; relevant coursework or certification in accounting, finance, or business is a plus.

Responsibilities

  • Maintain accurate financial records, including entering and reconciling transactions.
  • Prepare and review basic financial statements and supporting documentation.
  • Manage journal entries in accounting software and ensure accuracy of postings.
  • Organize client files and support the preparation of financial reports.
  • Respond to client inquiries and prepare correspondence.
  • Assist with office organization and data entry to support smooth operations.

Skills

Bookkeeping
Journal entries
Financial statements
Accounting software
Finance principles
Organization
Communication
On-site collaboration
Office administration

Education

Certification in accounting/finance

Job description

Company Description Kingdom Financial LLC is a full-service financial company that provides coaching and guidance across all areas of personal and business finances. The team focuses on building close, long-term relationships with clients to understand their unique situations and goals. Kingdom Financial LLC emphasizes individualized solutions that prioritize each client’s best interests rather than one-size-fits-all approaches. Team members work in a collaborative environment that values integrity, education, and client-centered service.
Role Description The Bookkeeping Specialist & Administrative Assistant is a full-time, on-site role based in Carlyle, IL. This role is responsible for maintaining accurate financial records, including entering and reconciling transactions, preparing and reviewing basic financial statements, and managing journal entries in accounting software. Day-to-day tasks include organizing client files, supporting the preparation of financial reports and documentation, and ensuring that records are up to date and compliant with internal standards. The role also includes general administrative duties such as scheduling appointments, responding to client inquiries, preparing correspondence, and assisting with office organization and data entry. The individual in this role collaborates closely with financial coaches and other team members to support high-quality client service and smooth office operations.
Qualifications

  • Proficiency in bookkeeping and managing journal entries (accounting) with attention to detail and accuracy.
  • Ability to prepare, review, and interpret basic financial statements as part of ongoing client and internal reporting.
  • Experience using accounting software and related financial tools to record, track, and reconcile transactions.
  • General knowledge of finance principles to support coaching activities and client conversations.
  • Strong organizational, time-management, and administrative skills, including file management and scheduling.
  • Effective written and verbal communication skills, with a professional and client-centered approach.
  • Comfort working on-site in a small-office environment and collaborating with a multidisciplinary financial team.
  • Prior experience in bookkeeping, office administration, or financial services preferred; relevant coursework or certification in accounting, finance, or business is a plus.

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