Bookkeeper Wanted (Key West)

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Jacksonville, FL to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Our company is looking for a new AR Clerk to handle all of our Accounts Receivable and other general office duties. Hours are 6:30 am - 3:00 pm Monday - Friday We offer insurance benefits, vision and 401k after 90 days. Responsibilities: Perform Accounts Receivable (AR) functions in QuickBooks Online (QBO) Ensure compliance with financial regulations and company policies Communicate professionally with customers regarding invoice questions and payment issues General office support as needed: office maintenance, office admin work Assist data entry, inovices and customer service Organize and maintain files and records Answer phones and respond to emails Assist with client communication Administrative Support Requirements: Strong computer skills (Microsoft Office, cloud-based tools) Basic knowledge of Microsoft Office (Word, Excel, Outlook) Quick-books experience is a plus (training available) Ability to multitask and work independently Good communication skills Excellent verbal and written communication skills High attention to detail, organization, and confidentiality Enjoys working in a structured environment with flexible hours Self-motivated and able to manage deadlines independently This is an in-person position only; no remote work option

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is posted with Chicago, IL as the location to expand applicant reach. However, the role is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Dusty Strings Company seeks a skilled teammate to join our Office Team. For over 45 years, Dusty Strings has been designing and building harps and hammered dulcimers in Seattle. We have become highly respected in the world-wide music community for excellent craftspersonship, mesmerizing sound, and caring customer service. Benefits include vacation, sick leave, health & dental insurance, and a positive and collaborative work environment. Responsibilities include - Maintaining all regular accounting functions, including A/P, A/R, P/R, benefits administration, account reconciliations, filing city & state tax reports, managing deadlines and general reporting - Taking customer orders and providing customer service over the phone and by email - Other assorted tasks (as a small company, we all wear many hats!) Requirements - Organized and accurate with numbers - Proficiency with Microsoft Excel, LibreOffice Calc, Google Sheets, or equivalent - Familiarity with Quickbooks Desktop or other accounting software Helpful traits - Inquisitive problem solver - Excellent verbal and written communication skills - Strong initiative and self-management skills - Ability to provide helpful and courteous customer service to co-workers and customers - Knowledge of and interest for music and musical instruments My name is Ray Mooers and I’m the co-owner and founder of Dusty Strings Company, which started with a fascination for the hammered dulcimer in 1979. From our real grass-roots beginnings, we have had the opportunity to grow Dusty Strings into an internationally-respected brand of hammered dulcimers and harps, as well as a widely known and appreciated regional music store and music school in Fremont. The only way this could have happened is with the help of many dedicated individuals who have shared our vision of providing quality instruments and service that enhance the lives of our customers through music. These are the employees of Dusty Strings. With 45 years of high-quality musical instrument manufacturing and retailing right here in the heart of Seattle, we must be doing something right. Come join our team of artisans who take pride in accomplishing high-quality work every day! Apply here: https://dustystrings.bamboohr.com/careers/24?source=aWQ9MjM%3D No phone calls and no in-person visits, please. Dusty Strings is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, caste, or any other status protected by law.

The NetSuite Administrator & Finance Manager at Farmhouse Pottery plays a crucial role in overseeing the company's financial operations while ensuring the optimal performance and configuration of our NetSuite ERP system. This position merges financial expertise with technical skills to streamline processes, enhance reporting, and support data-driven decision-making. Key Responsibilities: NetSuite Administration: Configure, maintain, and optimize NetSuite to meet the evolving needs of the business. Create and manage user roles, permissions, workflows, and custom fields. Provide training and support to end-users, enhancing their understanding of system capabilities. Collaborate with NetSuite ACS and other integraiton partners to troubleshoot and resolve issues related to NetSuite. Financial Management: Oversee the bookkeeper and accounting functions including accounts payable, accounts receivable, payroll, and financial reporting. Prepare monthly, quarterly, and annual financial statements, ensuring compliance with regulatory standards. Analyze financial performance, expand KPIs and provide insights and recommendations to drive revenue growth and cost management. Manage budgeting, forecasting, and cash flow analysis to optimize financial planning. Coordinate audit activities and ensure compliance with financial regulations and standards Support efforts with Tax Strategy accountants and end of year filings. Other Support: Maintain books for parent company - including AP/AR Manage tenants and leases across varying properties Support company owner in business initiatives This role requires strong analytical skills, attention to detail, and the ability to communicate financial concepts to non-financial stakeholders. Requirements Bachelor's degree in finance, accounting, business administration, or a related field. Minimum of 5 years of experience in finance or accounting roles, with some managerial experience. Proficiency in NetSuite ERP; certification is a plus. Strong understanding of GAAP, financial principles, and regulatory compliance. Excellent analytical skills with the ability to interpret complex financial data. Strong project management skills, with the capability to manage multiple tasks and meet deadlines. Exceptional attention to detail and a commitment to accuracy. Excellent communication and interpersonal skills to work collaboratively with team members. Proficient in Microsoft Excel and other financial modeling tools. If you do not have all of these experiences, please still consider applying! No agencies, please Salary range is currently $85k-$115k based on experience. Benefits Comprehensive health, dental, and vision insurance Parental Leave policy Company paid holidays and PTO 401(k) with company matching Opportunity to make pottery, plus product discounts

(Read the entire post - link to interview below) Do you….. **Need to financially support your family or generate income for the things you love to do? **Know you're made for more and want to take control of your life? **Do you want freedom and time flexibility? **Are you ready to build an Empire of your own, rather than work to build someone else's dreams? **Do you want to work for a tight-knit team where you’re part of the family, not just a part in a machine? (If you answered YES to any of those questions, keep reading...I promise this is real - lol, interview with us will prove that) ⬇️⬇️⬇️ Start a career in financial services, one of the most stable and lucrative industries in the world. We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. Work remote from anywhere, part time or full time, set your own schedule, build your own agency, no limits on your income. No experience necessary. No cold calling. This is a 1099 independently contracted commission selling position. You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. Check out this 2 minute video about Symmetry Financial Group: https://sfglife.wistia.com/medias/jtdq52cwj8 ➡️ Part-Time workers = 15-20 hours per week and can earn $2,000-$6,000+ per month. ➡️ Full-Time workers = 35-45 hours per week and can earn $6,000-$12,000+ per month. ⚡ Highlights ⚡ ⚠️ NO cold calling, and NO bugging friends and family to buy from you (The leads we work are HOT 🔥) ⚠️ NO network marketing or MLM ⚠️ NO membership fees, dues, franchise fees, etc. ⚠️ NO sales quotas, no condescending bosses, no sleazy sales tactics, no neckties (unless that's your thing) -------------------- ✅ Hands-on training and mentoring from me and our team of very successful agents ✅ Be part of a vibrant, growth-oriented, successful team ✅ We provide you people to talk to who already asked for help with life insurance ✅ Commissions paid out daily directly to you by our insurance carriers ✅ Remote work and in-person training opportunities available ✅ Earn a raise every 2 months or LESS ✅ Health insurance available ✅ Take part and earn equity in the company ✅ Major opportunities to own your own agency (only if desired, not required) ✅ Earn bonuses, get lots of personal recognition, win/earn amazing trips to 5-star resorts all across the world ******************************** Some of our successful team members include... 👷‍♂️--A former Trade Worker (19 Y/O) who recently earned several thousand dollars AND a $1,800 bonus in his first full month 🦷--A former dental hygienist and single mom of two kids who now works from home full time and in her first year replaced a $90k a year income 👨‍🏫--A former Customer Service Rep, single mom of two, who was capped out on pay from her w2, was never gonna get a raise again, since joining symmetry she has been able to unleash her full potential, and due to uncapped pay she was able to triple her previous income. 🍺--A former bartender and musician who now works remotely, travels, and earns over $10k per month ⚕️--A former Pharmacy Tech who quit nursing school to pursue her passion of financial and time freedom who is now creating a massive agency to leave behind for her kids. 🏡--A former W-2 Sales Rep, long hours, for a boss he hated, bad pay, no control, since coming onboard he has been able to increase his income substantially, and is loving all the support in our company. ******************************** ❌ This is NOT for you if: ❌ **You're not willing to spend a couple hundred on an insurance license **You want the W-2 life and an hourly wage or salary **You’re looking for a get rich quick scheme **You don’t care about other people or you’re willing to do anything, even unethical things, to get what you want ✔️This MAY be a good fit for you if:✔️ **You have a desire to create a life worth living for yourself and those around you **Already have your insurance license or willing to get one **You are Coachable, Hard Working, Honest, and a Team Player **You have the self-discipline and integrity to put in the work needed without someone watching over you. **You’re a high character person who cares about others and likes to do the right thing **Money isn’t the end game for you, it’s just a means to freedom, helping others, and building a great life for you and your loved ones --------------------------- 📝 HOW TO APPLY Text for appointment- 707-484-1506 -Gina