Bookkeeper

About Our Firm: At Delaware Wealth Planners, we are a growing independent wealth management advisory firm dedicated to providing comprehensive financial planning and investment management services to our clients. We were founded in 2012 and quickly grew into a Family Office practice with High-Net-Worth clients and families. We’ve grown assets under management from 65M (2021) to 103M (2023) to now 245M (today) leading to our current need for a Bookkeeper and Office Manager to support our growth in a critical role. We also manage 30 corporate retirement plans, oversee a range of personalized investment strategies, and run corporate financial wellness programs for employees and executives of the companies we serve. We are passionate about increasing financial literacy and we pride ourselves on building strong relationships and delivering exceptional client service.

Job Overview

We are seeking a highly organized, professional, and client-focused Office Manager/Bookkeeper to join our team. The ideal candidate will be the backbone of our office operations, ensuring a seamless and welcoming environment for our clients and efficient support for our advisors. The ideal candidate will also have strong Bookkeeping experience and be able to lead this growing service need for our family office clients. This role requires a proactive individual with exceptional interpersonal skills, a keen eye for detail, and the ability to manage diverse responsibilities effectively.

Responsibilities

· Client Interaction: Serve as the primary point of contact for incoming client calls, greeting clients warmly, directing inquiries, and ensuring a positive first impression. Assist with scheduling appointments and managing client communication as needed.

· Office Technology Coordination: Act as the liaison for all office technology needs, including coordinating with IT support, troubleshooting minor issues, and ensuring all systems are operational for daily business and client meetings.

· Online Folder Organization: Manage and maintain the firm's online digital filing system, ensuring all client documents and firm records are accurately categorized, securely stored, and easily retrievable in accordance with compliance standards.

· Supply Management: Oversee the ordering, stocking, and organization of all office supplies, ensuring the firm has the necessary resources to operate efficiently.

· Bookkeeping: Lead bookkeeping tasks, including processing invoices, tracking expenses, reconciling accounts, and preparing reports for clients’ monthly financial records.

· Rental Property Management: Oversee the administrative aspects of two rental properties owned by the firm, including coordinating maintenance, managing tenant communications, and tracking related expenses and income.

· Office Presentation: Maintain the professional appearance of the office space, with particular attention to conference rooms, ensuring they are always tidy, well stocked, and prepared for in-person client meetings. This includes overseeing cleaning services and minor facility maintenance as needed.

· Administrative Support: Provide general administrative support to the advisory team as required, including investment application preparation, data entry, document preparation, and other tasks to ensure smooth office operations.

Qualifications:

· Education: Bachelor's degree required.

· Experience: Minimum of 5 years of experience in a client-facing administrative or office management role as well as a minimum of 5 years of Bookkeeping experience.

· Professionalism: Extremely professional demeanor with a strong emphasis on client service and confidentiality.

· Client Interaction Skills: Proven experience and expertise in handling client phone interactions with poise, clarity, and empathy.

· Organizational Skills: Exceptional organizational and time management skills with the ability to prioritize tasks and manage multiple projects simultaneously.

· Technical Proficiency: Proficient in QuickBooks, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and comfortable with learning new software and digital platforms.

· Attention to Detail: Meticulous attention to detail and accuracy in all tasks.

· Proactive & Resourceful: Ability to anticipate needs, take initiative, and problem-solve effectively.

Preferred (But Not Required) Qualifications:

· Previous experience working in a financial planning firm, wealth management firm, or other financial services environment.

Job Type: Full-time

Pay: $5,000.00 - $6,700.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Bookkeeping: 5 years (Required)
• QuickBooks: 2 years (Required)

Ability to Commute:

• Wilmington, DE 19806 (Required)

Ability to Relocate:

• Wilmington, DE 19806: Relocate before starting work (Required)

Work Location: In person

Salary : $5,000 - $6,700