Human ResourcesBookkeeper
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Job Location:
Annapolis, MD - USA
Yearly Salary:
$ 70000 - 85000
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Human Resources/Bookkeeper
Location: Annapolis MD
Employment Type: Full-Time
Compensation: $70000 - $85000 per year
Employment Type: Full-Time
Compensation: $70000 - $85000 per year
About Us
Shore to Summit Wealth Management LLC located in Annapolis MD is a rapidly growing wealth management partnership dedicated to helping high-net-worth families entrepreneurs business owners and investors build and protect their financial futures. We deliver comprehensive personalized wealth management strategies and pride ourselves on delivering exceptional client experiences rooted in trust expertise and long-standing relationships.
As we continue to expand we are seeking a Human Resources/Bookkeeper to join our team.
As we continue to expand we are seeking a Human Resources/Bookkeeper to join our team.
Position Overview
The Human Resources/Bookkeeper plays a key role in ensuring the accuracy and integrity of the firms financial data. This position supports daily accounting functions including transaction entry reconciliation reporting and administrative tasks that keep the finance team running smoothly.
In addition the Human Resources/Bookkeeper will provide basic Human Resource support helping maintain employee records assist with onboarding processes and support the firms growing operational and compliance needs.
The ideal candidate is organized detail-oriented eager to learn and comfortable working with sensitive financial and personnel information.
In addition the Human Resources/Bookkeeper will provide basic Human Resource support helping maintain employee records assist with onboarding processes and support the firms growing operational and compliance needs.
The ideal candidate is organized detail-oriented eager to learn and comfortable working with sensitive financial and personnel information.
Key Responsibilities
Accounting & Finance
- Record daily financial transactions including income expenses invoices and payments
- Assist with accounts payable and accounts receivable processing
- Reconcile bank credit card and investment-related accounts
- Maintain accurate and up-to-date ledgers in accounting software
- Prepare routine financial reports and summaries for leadership review
- Support monthly quarterly and annual closing procedures
- Assist with maintaining vendor records and processing payments
- Help ensure the firm remains compliant with internal controls and financial policies
- Provide general administrative support to the Finance/Operations team as needed
- Work collaboratively with advisors and staff to ensure timely and accurate reporting
Human Resource Support
- Maintain and update employee files records and documentation
- Assist with onboarding activities including new hire paperwork system setup and orientation scheduling
- Help track employee training certifications and compliance-related requirements
- Support benefits administration activities such as enrollment updates or employee inquiries
- Assist with drafting or distributing HR communications policy updates and internal announcements
- Help maintain accurate and confidential HR data in accordance with company policies and regulations
- Coordinate interview scheduling and communication with candidates when needed
- Support the HR/Operations team in maintaining a positive employee experience and consistent processes
Qualifications
- Associate degree in Accounting Finance Business Administration Human Resources or related field (or equivalent work experience)
- Strong attention to detail and accuracy
- Basic understanding of accounting principles (GAAP awareness is a plus)
- Proficiency with Microsoft Excel and general computer software
- Ability to handle confidential information with discretion (financial and personnel-related)
Preferred
- Experience with accounting software (e.g. QuickBooks Xero Sage Intacct)
- Prior experience in a financial advisory wealth management or professional services firm
- Familiarity with HR tasks HR documentation or HRIS systems
- Strong organizational and time-management skills
- Effective communication skills and a collaborative mindset
Key Competencies
- High level of integrity and reliability
- Strong problem-solving abilities
- Ability to work independently and in a team environment
- Willingness to learn and adapt in a fast-paced environment
- Excellent attention to detail
- Ability to handle sensitive information professionally
- Strong interpersonal and communication skills
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Why Youll Love Working Here
- Meaningful work supporting a mission-driven team
- A people-first culture that values service excellence and long-term relationships
- Opportunities to grow as the firm continues to expand
- A dynamic professional environment where your contributions matter
Key Skills
- Invoicing
- Facilities Management
- HVAC
- AIX
- Air Pressure Handling
- AX
