Account Manager Job at National Financial Partners, Windsor Locks, CT

U1lzTVROckVGKzFIbGR0MS9BRko3elJv
  • National Financial Partners
  • Windsor Locks, CT

Job Description

Who We Are:


NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

Experienced Bookkeeper on our Financial Concierge Team at a Boutique Firm


If your people skills and number skills add up, Judith Heft & Associates is hiring! This isn't just your ordinary bookkeeping position; this is a financial concierge position working at a luxury boutique firm dealing with high-net-worth individuals and small to medium sized businesses.


Judith Heft & Associates works with busy high-net worth individuals and seniors providing customized bookkeeping and bill paying services with the highest integrity and attention to detail.


We are expanding and looking for an exceptional bookkeeper with high-energy to join our growing organization where even though remote, you will still feel connected to a great team. This is a full-time, remote position, 9 AM to 5:30 PM eastern time.

Knowledge, Skills, and Abilities:

  • Proficient in QuickBooks Desktop, QBO, and Quicken (preferred).
  • Experienced in online/offline bill pay and reconciling accounts.
  • Skilled in managing accounts payable, receivables, and journal entries.
  • Capable of generating month-end client reports.
  • Strong knowledge of Outlook, Word, and Excel.
  • Experienced in managing multiple clients.
  • Able to handle confidential information with discretion.
  • Comfortable working with seniors.
  • Excellent attention to detail and discretion.
  • Excellent organization and time-management skills
Education and Experience:
  • Certified Bookkeeper (or similar) preferred.
  • 3+ years of directly related experience.

What We Offer:


We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!


NFP is an inclusive Equal Employment Opportunity employer.

Job Tags

Full time,

Similar Jobs

Granite Partners

Executive Assistant to Chief Executive Officer Job at Granite Partners

 ...and contracts. The EA facilities efficient, electronic CEO signatures on agreements and contracts via DocuSign and distributes and archives executed documents for effective administration. Coaching and Wellbeing Advocacy The EA coaches the CEO toward leadership... 

Factual Inc

Customer Success Manager (San Francisco) Job at Factual Inc

 ...culture that values both autonomy and teamwork, youll thrive here. About the Position Foursquare is looking for a Customer Success Manager to join our team in San Francisco office; on a hybrid schedule of Tuesday, Wednesday, Thursday in office . As our... 

Via Transportation

Via Driver Partner - $500 New Driver Promo Job at Via Transportation

 ...routing system \n \n \n 24/7 Live Support from real people \n \n \n Choose when you log on to drive! Driver Partners are independent contractors who are self-employed and have the flexibility to choose when they provide service, with no minimum commitments \n \n \n... 

Henry Industries, Inc

COLUMBIA MO NEED CONTRACT SERVICE DRIVERS W/HI-TOP CARGO VANS, 12'-16' TRUCKS. MULTIPLE OPEN ROUTES! Job at Henry Industries, Inc

 ...Promaster Cargo Van) and 12'-16' TRUCKS. WE ARE LOOKING FOR CONTRACTORS/SERVICE PROVIDERS/CARRIERS WHO OWN OR LEASE HIGH TOP LARGE...  ...THE AREA (COLUMBIA, MO) YOU ARE APPLYING TO. As an Independent Courier Contractor you write your own future! Whether you are... 

Saia Inc.

Trailer Mechanic Job at Saia Inc.

 ...Summary Maintains, diagnoses, and repairs trailers used for transporting goods. Major...  ...Diagnoses failures and makes repairs on mechanical, electrical, and various systems on a...  ...Ability to climb on, under, and around large trucks and equipment safely. Adequate vision...