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Secretary-book keeper skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

Curtis Nicholls Ph.D.,

Dr. Nicholas Robinson

Below we've compiled a list of the most critical secretary-book keeper skills. We ranked the top skills for secretaries-book keeper based on the percentage of resumes they appeared on. For example, 17.8% of secretary-book keeper resumes contained customer service as a skill. Continue reading to find out what skills a secretary-book keeper needs to be successful in the workplace.

15 secretary-book keeper skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how secretaries-book keeper use customer service:

Balanced Levy and Garnish accounts* Reconciled customers check books* Provided quality customer service* Folded and mailed statements* Filed documents
Maintained excellent customer service by promptly responding to orders and organizing production and shipment timing with warehouse supervisor.

2. Process Payroll

Here's how secretaries-book keeper use process payroll:

Process payroll: enter employees hours and job cost, print payroll and process payroll taxes.
Process payroll, pay bills, type: invoices, estimates, and emails

3. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how secretaries-book keeper use financial statements:

Compiled and organized financial statements and information ensuring tax information was not misplaced or misused in case of an audit.
Analyzed Macintosh's financial statements in order to make strategic recommendations for upper level management.

4. Bank Deposits

Any money that a customer chooses to leave with their bank account is a deposit. Deposits can vary in amounts and different banks have limits on the deposits their customers can have as a minimum. Banks charge customers for deposits especially when a teller is used by the customer to deposit money into their account.

Here's how secretaries-book keeper use bank deposits:

Maintained accurate and organized records and made online and occasional personal bank deposits.
Recorded cash receipts and make bank deposits, conduct a monthly reconciliation of every bank account, maintained petty cash fund.

5. General Ledger

Here's how secretaries-book keeper use general ledger:

Managed accounts payable and accounts receivable and reconciled general ledger.
General ledger reconciliations and monthly bank and credit card reconciliations.

6. Financial Reports

Here's how secretaries-book keeper use financial reports:

Provide and review weekly financial reports with financially sophisticated Owner.
Analyzed and evaluated quarterly financial reports for tax purposes.

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7. Bank Accounts

Here's how secretaries-book keeper use bank accounts:

Maintained accounts, entered journal entries, balanced inter-company transactions and reconciled bank accounts.
Reconciled bank accounts and distribute money within departments.

8. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how secretaries-book keeper use financial transactions:

Maintained records of financial transactions by establishing accounts and posting transactions.
Maintained cash drawer and oversaw cashiers financial transactions.

9. Bank Statements

Here's how secretaries-book keeper use bank statements:

Categorized transactions from credit cards and bank statements, including documentation.
Managed and reconciled bank statements.

10. Financial Data

Here's how secretaries-book keeper use financial data:

Prepared financial data annual reports.
Prepared Business for audits and reviews as well as year-end tax filing by completing full reconciliation of financial data.

11. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how secretaries-book keeper use journal entries:

Record and process Accounts Payable/Accounts Receivable and create journal entries at the end of the month for Insurance and Depreciation.
Report to Corporate Comptroller; provide quality control for the transactions and journal entries of 3 book keepers.

12. Balance Sheet

Here's how secretaries-book keeper use balance sheet:

Inventory, Payroll, Taxes, Balance Sheets, Income Statements, Expenses, Owners Equity
Generate monthly profit and loss statements and annual balance sheets for accountant.

13. Accounts Receivables

Here's how secretaries-book keeper use accounts receivables:

Analyzed Accounts Receivables and Accounts Payable, providing management with weekly reports business intelligence reports.
Utilized Microsoft Excel to manage profit and loss and accounts receivables information.

14. Accounts Payables

Here's how secretaries-book keeper use accounts payables:

Managed Account Receivable and Accounts Payables.
Processed Invoices for payment Reconciled accounts payables account.

15. Quickbooks Pro

Here's how secretaries-book keeper use quickbooks pro:

Utilize the QuickBooks program effectively and accurately.
Bank Reconciliation- Monthly bank and credit card statements being reconciliation to match system ran on QuickBooks Pro.

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What skills help Secretaries-Book Keeper find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on secretary-book keeper resumes?

Curtis Nicholls Ph.D.

Associate Professor of Accounting, Co-director of the Student Managed Investment Fund, Bucknell University

The obvious trends are going to become more pronounced: coding and technology-related skills. I think we are going to see an elevation in the coding expectations. In the future, I expect employers to begin providing coding assessments to potential candidates. This is a common feature of engineering and finance jobs, and I think we will see it with respect to claims about coding prowess.

Data skills will also continue to become more prevalent across all business disciplines. Employers are looking for experience with large data sets, data visualization software (e.g. Tableau, PowerBI, Alteryx, etc.) and statistical analysis. Data has become a major currency, and employees' ability to utilize data for decision making will be critical to success in the employment marketplace.

Beyond the obvious, I think the pandemic has also shifted focus to skills surrounding resilience and motivation. I've heard employers during the pandemic express surprise at the disparity of responses to the pandemic: some employees made the pivot to remote work seamlessly, others required significantly more support. Skills that demonstrate resilience, such as group work, honors programs, etc. will become more important.
I would encourage job seekers to highlight skills learned during the pandemic. I would anticipate a regular interview question inquiring about how the job seeker used their extra time during the pandemic. The most common answers will likely include lots of Queen's Gambit and Tiger King, but employers will look for answers surrounding the development of new skills or acquired certifications. Imagine the employer's thoughts when you suggest that you used the extra time to pursue a lifelong dream such as learning to play the piano or guitar. If you missed the early pandemic window of opportunity, take advantage now!

This line of questions may precede a dangerous trend for employers to look for indications of mental strength. I find this possibility disheartening as we could see employers screening employees with mental health challenges at a time when the solidarity of a job could provide much needed structure.

What soft skills should all secretary-book keepers possess?

Dr. Nicholas Robinson

Director of Accountancy, Eastern Illinois University

Thinking of the less than the obvious answer would be the ability to ask questions the right way. If something is unclear or you just cannot figure it out, ask a question. The key part to this is TRYING to figure it out first and understanding when you are wasting your own time not getting anywhere. People will respect that you tried before coming to them for help. Another aspect of asking questions is listening to the answer. Make sure the answer is clear, and you know where or what you are supposed to do from there. Carry a notebook or something like that to both write down the questions you have on your project and their answers. I always find it impressive when people take notes and pay attention to the answer because it happens far too often that people ask questions but never listen to the response.

What hard/technical skills are most important for secretary-book keepers?

Dr. Nicholas Robinson

Director of Accountancy, Eastern Illinois University

Excel, excel, excel. It does not matter how much you know in Excel. There is always something more to learn, improve upon, or make more efficient. If you are coming straight out of school, you may have had a lot of exposure to Excel, but if you are not using it every day in a work-like setting, you can get slow and forget how things work. Know how to look up techniques and tools. You will spend much of your working life dealing with Excel spreadsheets, so be sure you are comfortable with them.

What technical skills for a secretary-book keeper stand out to employers?

Jodi Olson

Assistant Accounting Professor, Winona State University

Accountants serve many industries and sectors, so a broad range of technical skills is required to be ready to meet the needs of employers. Graduates must be technically competent in areas such as accounting information systems, tax preparation, auditing, managerial/cost accounting, financial reporting, and financial statement analysis. Also, graduates are expected to have general business acumen in areas such as management information systems, business law, operations, strategic management, and ethics. All these skills are important for graduates, but the pandemic has made the accounting systems and management information systems skills operative in allowing graduates to deliver their other areas of technical expertise.

Do you want to know more?

List of secretary-book keeper skills to add to your resume

The most important skills for a secretary-book keeper resume and required skills for a secretary-book keeper to have include:

Customer Service
Process Payroll
Financial Statements
Bank Deposits
General Ledger
Financial Reports
Bank Accounts
Financial Transactions
Bank Statements
Financial Data
Journal Entries
Balance Sheet
Accounts Receivables
Accounts Payables
Quickbooks Pro
Front End
Scheduling Appointments

Sales Tax
Computer System
Credit Card Transactions
Mathematical Accuracy
Bank Reconciliations
Office Equipment
Computer Spreadsheets
Cash Drawers
Tax Returns
PowerPoint
Subsidiary Accounts
Telephone Calls
Customer Accounts
Customer Complaints
Routine Correspondence
Business Transactions
CPA

Word Processing
Expense Reports
Trial Balance
Tax Reports
Copy Machines
Payroll Taxes
Bookkeeping Procedures
Fixed Assets
Vendor Invoices
Typewriters
Customer Payments
Peachtree
Order Forms
Tax Preparation
Cash Registers

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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