Bookkeeper/Administrative Associate

20-25 hours/week (job functions may periodically require additional hours. 3-4 weekends per year)

$20+/hour depending on experience

Job Summary

In conjunction with professional staff direction, serves as the organization’s bookkeeper and assists with general financial duties as well as providing administrative and clerical support to the professional and lay leadership of Temple Or Rishon. Communicates with temple members regarding membership and individual accounts.

Major Responsibilities and Essential Functions

Bookkeeping

Coordinates and manages billing and collection of accounts receivable, including one-on-one management of all congregant accounts

Coordinates and manages accounts payable

Inputs and tracks all congregant information, accounts receivable, accounts payable, and payroll in the organization’s management and financial database

Independently troubleshoots issues with vendors regarding payment or services

Coordinates with the professional and lay leadership regarding management of special financial circumstances for congregants (including scholarships to programs, and congregant dues forgiveness)

Makes regular deposits to the organization’s financial institution(s)

Prepares checks for signature and coordinates online bill payment activity

Works closely with the organization’s Treasurer and Financial Oversight Committee regarding the finances of the organization

Makes recommendations to the professional staff regarding policies and procedures for effective financial management of the organization

Office Administration

Provide customer service to Temple Or Rishon member and visitors and supports organizational programs and activities

Receives telephone calls, letters, and visitors. Answers routine questions and provides information related to general operations, policies and procedures using discretion for matters pertaining to confidential or sensitive information. Determines when to appropriately refer inquiries, requests, or issues to professional or lay leadership. Follows up to ensure resolution as appropriate.

Maintains the organization’s management and financial database and ensures that all congregant information is up to date and accurate

Coordinates and manages all congregational mailings, including traditional mail, electronic mail, and social media

Makes recommendations to the rabbi, Director of Education, Communications, and Engagement, and the Board of Trustees regarding policies and procedures for effective operation of the organization.

Job Qualifications

Minimum Education: High School Diploma or General Education Development (GED) required

Preferred Education: Bachelor’s degree preferred

Minimum Work Experience and Qualifications:

Minimum 5 years of experience performing administrative support functions

Minimum 5 years of bookkeeping functions

Minimum 5 years of Customer Service experience

Advanced proficiency with Quickbooks

Proficiency with relational database or accounting software

Advanced level proficiency with Microsoft Office and Google Suite

Strong written and verbal communication skills

High attention to detail, accuracy, and highly organized

Ability to work independently with limited direction and oversight

Valid California Driver’s License

Preferred Work Experience and Qualifications:

Experience working in a religious or non-profit setting

Experience with Judaism and/or the willingness to learn

Disclaimer: This is not intended to be an exhaustive list of all the responsibility, duties, and skills required. The employee may be expected to perform other duties as assigned.