Report to: Director of Client Accounting Services
Responsibilities
- Processing of customer invoices and posting customer payments
- Downloading/entry of revenues from 3rd party applications or banks
- Processing of vendor bills received for payment and new vendor setup
- Downloading and coding of credit card transactions
- In-house payroll processing and new hire setup
- Download of payroll transactions if processed by 3rd party
- Bank and other balance sheet account reconciliations
- Initial setup of 3rd party applications with client
- Create customer training documentation
- Train new clients on software applications and provides ongoing customer support
- Direct contact with 3rd party vendors for client account and support matters
Other Areas of Concentration
- Provide best possible customer experience through onboarding and ongoing communications
- Look for continuous improvement and identify opportunities to make processes more efficient
- Stay up to date on latest technology advances in the accounting industry
Qualifications
- Proficient in QuickBooks Desktop and Online
- 3 years of verifiable work experience in the areas of responsibility
- Adapts easily to learning new software applications
- Ability to work efficiently and to multi-task
- Client-centric approach to all matters
- Excellent communication skills via telephone, video conference, email and in all other formats as interaction with client customers may be frequent
