Accounting & Administrative Assistant

Ansay & Associates • Greenbay, WI

73d

About The Position

The position involves providing reception and office support as well as accounting and financial duties. The candidate will be responsible for managing incoming calls, greeting clients, handling mail, maintaining board rooms, and monitoring office supplies. Additionally, the role includes recording financial transactions, assisting with month-end reporting, and supporting the licensing department as needed.

Requirements

• High school diploma or equivalent; coursework in accounting or business administration preferred
• Previous experience in reception and/or accounting support roles
• Proficiency in Microsoft Office Suite and accounting software
• Strong attention to detail and ability to manage multiple tasks
• Excellent verbal and written communication skills
• Ability to maintain confidentiality and handle sensitive information

Responsibilities

• Answer incoming calls, route calls appropriately, and take accurate messages
• Greet clients and visitors with professionalism and courtesy
• Manage incoming and outgoing mail and packages
• Maintain board rooms and ensure they are clean, organized, and ready for meetings
• Monitor and order office supplies to ensure adequate inventory
• Assist with miscellaneous administrative projects as assigned
• Provide support to the licensing department as needed
• Backup Reception as needed for other locations
• Record deposits from bank accounts and checks received
• Record and Reconcile Direct Bill Commissions
• Enter vouchers by verifying invoice accuracy and ensuring proper approval per company policy
• Assist with month-end data entry and reporting tasks under the direction of the Accounting Manager
• Support reconciliation and documentation processes for financial records

What This Job Offers

• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 251-500 employees