Participant Services/ Bookkeeper

Company: Creative Financial Staffing
Location: New York City
Posted on: July 7, 2025

Job Description:

About the Role: A multiemployer Benefit Fund based in Queens, NY, is seeking a highly organized and detail-oriented individual to join our team in a dual role. This position combines the responsibilities of a Participant Services/Collections Department Representative and a Bookkeeper, offering a unique opportunity to contribute to both member support and financial operations in a positive, collaborative, and structured office environment. Key Responsibilities: Participant Services / Collections Department Representative: Handle telephone calls and in-person visits from Participants and Employers, addressing inquiries, resolving issues, and providing information on employer accounts and/or benefit plans. Provide comprehensive descriptions of Health & Welfare plan benefits. Research information and follow up with participants as necessary. Assist Employers in managing accounts, ensuring they remain current and paid in full. Data entry; Process employer hires, employer payments, and participant 401(k) election forms daily. Assist Employers in the utilization of proprietary remittance system for reporting to the Fund. Maintain a working knowledge of designated employers' status with the Fund and ensure ongoing written and verbal communication to keep employers informed. Bookkeeper: Maintain and reconcile financial records for all accounts of the Funds. Assist with all general accounting functions, including general ledger maintenance, journal entry preparation and posting, intercompany, treasury, and any other related transaction cycles. Identify key accounting and business issues, based on monthly financial/trend analysis Core Services / Office Needs (Applicable to both roles): Develop an in-depth understanding of Participants and Employers' needs. Utilize proprietary database system for servicing participants and employers. Effectively communicate with Participants/Employers, both verbally and in writing, to problem-solve and manage complex issues. Handle mail/correspondence to Participants and Employers. Provide backup support to clerical staff as needed. Organize/prioritize workload to meet deadlines. Perform general office filing and scanning. Other duties as assigned. To Qualify: High school diploma or equivalent with 5 years of customer service experience, with a focus on employee benefits and collections. College degree (with a major in Accounting) or equivalent relevant bookkeeping experience. Solid understanding of bookkeeping and accounting principles is a plus Knowledge of filing systems and general business office practices. Advanced knowledge of MS Excel and MS Word; MS Access preferred. Must be flexible and comfortable working in a structured, fast-paced, multi-faceted environment. Genuine commitment to customer service with an ability to adapt communication style to individual needs. Strong interpersonal, communication, problem-solving, and detail-oriented skill set. Collaborative team member with efficient multitasking and time management abilities. Benefits: Competitive salary with paid time off package. Generous Medical, Rx, Vision, and Life Insurance benefits. Short-term and long-term disability coverage. Retirement benefits. INJUN2025

Keywords: Creative Financial Staffing, Stratford , Participant Services/ Bookkeeper, Accounting, Auditing , New York City, Connecticut