Bookkeeper and Operations Assistant

Bookkeeper & Operations Assistant

Job Type: Full-Time

About MD Financial Advisors

MD Financial Advisors is a growing financial planning and wealth management firm dedicated to helping physicians make smart financial decisions. For more than a decade, we’ve partnered with doctors across the country to simplify their financial lives and help them achieve their personal and professional goals.

We’re looking for a detail-oriented, organized, and proactive Bookkeeper & Operations Assistant to join our team. This role is ideal for someone who enjoys both bookkeeping and business operations, thrives in a fast-paced environment, and takes pride in keeping things running smoothly behind the scenes.

At MD Financial Advisors, you’ll be part of a supportive team that values collaboration, continuous improvement, and making a meaningful impact on our clients’ lives.

Position Summary

The Bookkeeper & Operations Assistant plays a key role in supporting the financial and operational functions of the firm. This position is responsible for day-to-day bookkeeping activities, accounts payable and receivable, recordkeeping, operational support, and assisting leadership with various projects and initiatives.

The ideal candidate is highly organized, dependable, detail-oriented, and comfortable balancing multiple priorities while maintaining accuracy and confidentiality.

Primary Responsibilities Bookkeeping

• Process accounts payable and accounts receivable
• Record and reconcile financial transactions
• Assist with monthly bank and credit card reconciliations
• Prepare bank deposits and maintain financial records
• Support budgeting and reporting processes
• Work closely with leadership and external accounting partners
• Maintain organized accounting files and documentation

Operations & Administrative Support

• Provide operational and administrative support to leadership
• Coordinate and schedule meetings for advisors and team members
• Assist and maintain calendars and scheduling for our financial advisors
• Update client and company information in various software platforms
• Assist with implementation and maintenance of office processes and procedures
• Field incoming inquiries and direct requests appropriately
• Help coordinate internal meetings and company events
• Maintain a welcoming and professional office environment
• Support special projects and strategic initiatives as assigned

Process Improvement

• Identify opportunities to improve efficiency and workflows
• Assist with researching and implementing new systems and technologies
• Conduct quality control reviews of internal processes and databases
• Follow up with team members regarding operational initiatives and projects

Qualifications:

Required

• 2+ years of bookkeeping, accounting, office administration, or related experience
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Office (Excel, Outlook, Word, Teams)
• Excellent written and verbal communication skills
• Ability to prioritize multiple projects and deadlines
• High level of professionalism and confidentiality
• Strong problem-solving skills and initiative
• Perform other duties and special projects as assigned

Preferred

• Experience with Xero, QuickBooks, or similar accounting software
• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• Experience in financial services, wealth management, or professional services industry
• Experience with CRM or database management systems

What Makes Someone Successful in This Role?

• Takes ownership and follows through on tasks
• Enjoys working independently while collaborating with a team
• Thrives in a growing company environment
• Has a positive attitude and good sense of humor
• Learns quickly and adapts to change
• Enjoys finding ways to improve processes and efficiency
• Values accuracy and attention to detail

Benefits

• Competitive salary based on experience
• Quarterly performance bonuses and annual longevity bonus
• Health, Dental, and Vision Insurance
• 401(k) with company match
• Three weeks of PTO annually
• Paid holidays
• Company-paid half days throughout the year
• Complimentary financial planning services
• Continuing education and professional development opportunities
• Hybrid work environment
• Significant growth and advancement opportunities within a growing firm

Schedule

Monday - Thursday: 8:00 AM - 4:30…