Finance Assistant

Bellowsservice; Soquel (CA); On-site; USD 42,000 - 48,000; Full time

Job summary

Bellows Plumbing, Heating, Cooling & Electrical in California is seeking an entry-level Finance Assistant to support the finance and accounting team. No prior finance experience is required, making this an excellent opportunity for growth into finance, accounting, or business administration.

You will handle day-to-day operations, with hands-on learning and future responsibilities as you grow. This 100% in-office position offers training, a collaborative team, and exposure to multiple areas of

Qualifications

• Strong organizational skills and attention to detail.
• Good communication and customer service skills.
• Comfortable speaking with customers over the phone.
• Basic computer skills and willingness to learn new software.
• Ability to manage multiple assignments and follow through on tasks.
• Dependable, professional, and able to handle confidential information.
• Positive attitude and willingness to learn.
• Preferred but Not Required: Previous experience in finance, accounting, billing, or office administration.
• Familiarity with Microsoft Excel, QuickBooks, or similar business software.
• Experience handling customer payments or accounts receivable.

Responsibilities

• Support the finance and accounting team with daily assignments and administrative tasks.
• Answer incoming customer calls regarding payments, deposits, refunds, financing, and account balances.
• Assist customers with billing questions and payment-related concerns.
• Follow up on outstanding customer balances and assist with accounts receivable collections.
• Prepare, track, and process lien notices and related documentation as directed.
• Maintain accurate financial records and customer account information.
• Assist with payment processing, refunds, and account reconciliations.
• Coordinate with other departments to resolve billing and payment issues.
• Take on additional finance and administrative responsibilities as assigned.

Skills

Strong organizational skills

Communication skills

Customer service

Phone communication

Multitasking

Confidential information handling

Willingness to learn

Tools

Microsoft Excel

QuickBooks

Job description

Finance Assistant – Entry Level

Bellows Plumbing, Heating, Cooling & Electrical

Job Type: Full-Time | In-Office Only
Department: Finance & Accounting

About the Opportunity

Bellows Plumbing, Heating, Cooling & Electrical is looking for a motivated, detail-oriented Finance Assistant to join our growing team.

This is an excellent entry-level opportunity for someone interested in building a career in finance, accounting, or business administration. No prior finance experience is required. We're looking for someone who is organized, dependable, eager to learn, and ready to take on new challenges.

You'll work directly with our finance team, assisting with day-to-day financial operations while gaining valuable hands-on experience. As you develop your skills and understanding of the business, there will be opportunities to take on additional responsibilities and grow within the organization.

Key Responsibilities

• Support the finance and accounting team with daily assignments and administrative tasks.
• Answer incoming customer calls regarding payments, deposits, refunds, financing, and account balances.
• Assist customers with billing questions and payment-related concerns.
• Follow up on outstanding customer balances and assist with accounts receivable collections.
• Prepare, track, and process lien notices and related documentation as directed.
• Maintain accurate financial records and customer account information.
• Assist with payment processing, refunds, and account reconciliations.
• Coordinate with other departments to resolve billing and payment issues.
• Take on additional finance and administrative responsibilities as assigned.

Qualifications

Required:

• Strong organizational skills and attention to detail.
• Good communication and customer service skills.
• Comfortable speaking with customers over the phone.
• Basic computer skills and willingness to learn new software.
• Ability to manage multiple assignments and follow through on tasks.
• Dependable, professional, and able to handle confidential information.
• Positive attitude and willingness to learn.

Preferred but Not Required:

• Previous experience in finance, accounting, billing, or office administration.
• Familiarity with Microsoft Excel, QuickBooks, or similar business software.
• Experience handling customer payments or accounts receivable.

Why Join Bellows?

Bellows is an established, family-owned company serving communities throughout the Bay Area. With approximately 100 team members across multiple departments, we offer the stability of an established business along with opportunities for professional growth.

We're looking for someone who wants more than just a job. This position offers an opportunity to learn how the financial side of a growing business operates, develop valuable skills, and advance into greater responsibilities over time.

What We Offer:

• Hands-on training and support from an experienced finance team.
• Opportunities for career development and advancement.
• Exposure to multiple areas of finance and accounting.
• A collaborative, team-oriented work environment.
• A stable, established company with room to grow.

Work Location

This is a 100% in-office position. Remote or hybrid work arrangements are not available.