Account Manager Job at National Financial Partners, Tallahassee, FL

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  • National Financial Partners
  • Tallahassee, FL

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,

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