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Client Services & Bookkeeping Associate

Loon Creek Capital is seeking a Client Services & Bookkeeping Associate to join our growing team. Our firm provides consulting services and administrative support to angel investor and venture capital groups across the country. We are looking for a self-starter with excellent customer service skills and a passion for detail to coordinate our books and record-keeping operations. This is an entry level position with unlimited opportunities for growth and expansion for the right individual.

To apply, please send your resume and LinkedIn profile to

Variable and flexible hours, approximately 20-40 hrs/week.

Position is 90% remote and working hours are very flexible.
Perfect for a student, retiree or at-home parent. We will train the right candidate!

Compensation: $17-$22/hour depending on experience and aptitude.



  • Represent Loon Creek professionally, efficiently and courteously with our clients

  • Client Accounting: set up general ledgers, reconciliations, financial statements, coordinate annual tax returns with multiple accounting firms

  • Bookkeeping: coordinate capital calls, maintain investor records, renew entity filings, coordinate investor voting, ensure correct billing

  • Assist Client Services Coordinator on client service delivery

  • Assist Operations Director with systems and operations projects/tasks

  • Contribute to continuous improvement of process and service offerings

  • Create and maintain documentation

  • Perform other duties as assigned


Systems/Experience Needed:

  • Google apps (Gdrive, Gmail, calendar, etc.)

  • MS Office (Word, Excel)


Additional Experience Helpful:

  • Customer service

  • Accounting, bookkeeping 

  • Accounting software, Quickbooks desktop preferred

  • Database and/or CRM, Zoho preferred

  • Familiarity with finance and investment concepts

  • Project Management



  • Customer service, diplomacy, and professionalism

  • Excellent communication skills, both written and verbal

  • Time management and organization in order to meet deadlines

  • Ability to contribute to and/or manage multiple projects simultaneously

  • Highly organized and detail-oriented

  • Ability to work with a range of personalities

  • Ability to accurately handle a high volume of variable details

  • Ability to work accurately and efficiently with minimal supervision

  • Ability to work effectively within a remote team environment

  • Ability to improve processes where appropriate

  • Responsiveness and dependability

  • Ability to learn new software as needed

  • Professional appearance and conduct 

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