Human Resources/Bookkeeper

Continuum Advantage•Annapolis, MD

16h•$70,000 - $85,000

About The Position

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. The Human Resources/Bookkeeper plays a key role in ensuring the accuracy and integrity of the firm’s 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 firm’s growing operational and compliance needs. The ideal candidate is organized, detail-oriented, eager to learn, and comfortable working with sensitive financial and personnel information.

Requirements

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)

Nice To Haves

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
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

Responsibilities

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
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