PT Bookkeeper, Project Coordinator & Office Assistant

Montrose, NY | Part-Time | In-Office

Established kitchen & bath design company seeking an experienced, organized, and personable professional to support our small but busy office. We are a close-knit team of two designers and an operations manager looking for someone who can confidently step in and help keep the office, bookkeeping, and projects running smoothly.

This position is ideal for someone who enjoys variety in their day, is highly dependable, and can balance administrative responsibilities with customer interaction and project support.

Position Overview

This role combines bookkeeping support, office administration, customer service, and light project coordination. The ideal candidate is comfortable managing multiple priorities, communicating professionally with clients and vendors, and handling day-to-day operational tasks independently.

Because our clients are often navigating active home renovations, we are looking for someone calm, patient, solutions-oriented, and professional under pressure.

ResponsibilitiesBookkeeping & Financial Support

• Manage QuickBooks Online and QuickBooks Desktop tasks
• Enter invoices, payments, deposits, and expenses
• Assist with accounts payable and accounts receivable
• Maintain organized financial and vendor records
• Support day-to-day bookkeeping and administrative reporting

Project Coordination Support

• Assist with tracking project timelines, orders, and follow-ups
• Coordinate communication with vendors, contractors, and clients
• Help ensure projects and orders stay organized and moving forward
• Support scheduling and appointment coordination

Office Administration & Customer Service

• Answer phones professionally and direct calls appropriately
• Greet and assist clients in a friendly and professional manner
• Help resolve customer concerns calmly and efficiently
• Order and maintain office supplies
• Help maintain organization and neatness of the office
• Provide general administrative support to the team

Qualifications

• Strong QuickBooks experience required (Online and Desktop)
• Previous experience in construction, remodeling, interior design, or a trade-related office strongly preferred
• Excellent organizational and multitasking skills
• Strong communication and customer service abilities
• Professional phone presence and positive attitude
• Comfortable working independently and taking initiative
• Detail-oriented with strong follow-through
• Ability to prioritize and adapt in a fast-paced environment
• Experience with project coordination or office management preferred

What We’re Looking For

The right person for this role is:

• Friendly, professional, and dependable
• Calm under pressure and solutions-oriented
• Highly organized and efficient
• Comfortable juggling multiple responsibilities
• A team player with a positive attitude
• Easygoing but accountable
• Someone who enjoys supporting a small business environment where no two days are exactly alike

Schedule

• Part-time
• In-office position in Montrose, NY
• Flexible scheduling may be available for the right candidate

Compensation commensurate with experience.

Pay: $22.00 - $27.00 per hour

Application Question(s):

• How many years of hands-on QuickBooks experience do you have?
• Which versions of QuickBooks have you used regularly?
• Which bookkeeping tasks have you personally handled? (Select all that apply)
• This position combines bookkeeping, office support, phones, customer service, and light project coordination. Are you comfortable wearing multiple hats in a small business environment?
• Are you comfortable answering phones and interacting with customers throughout the day?
• Describe your experience working in a construction, remodeling, design, or trade-related office environment.
• Have you coordinated schedules, vendor orders, client follow-ups, or project timelines before?
• This role requires balancing interruptions, changing priorities, and multiple ongoing tasks throughout the day. Are you comfortable working in that type of environment?
• Are you comfortable working part-time in-office in Montrose, NY?
• This is a hands-on small business support role ideal for someone who enjoys balancing bookkeeping, customer service, office operations, and project coordination responsibilities. Are you confident this position is something you would like to do?

Location:

• Montrose, NY 10548 (Preferred)

Work Location: In person