Accounting & Administrative Specialist

Lucas Systems • Easley, SC

3d

About The Position

The Accounting & Administrative Specialist will work under the direction of the Office Manager in various areas of Accounting, Inventory, Sales Support, Contracts while working closely with customers, key stakeholders in the brands we support, and management.
The responsibilities of a successful Accounting & Administrative Specialist include the following:
Responsible for creating and invoicing all sales invoices for customer orders in a timely manner including invoicing system sales, parts orders, repairs, telephone support, advance exchanges, menu maintenance, travel expenses, etc.
Responsible for ensuring Sales Orders are entered into the CRM tool accurately.
Responsible for assisting in retrieving setup paperwork from customer
Responsible for assisting in Lucas internal inventory tracking procedures including following up on unreturned equipment exchanges
Responsible for overseeing and data entry of monthly inventory counts.
Responsible for advising management of any significant billing or customer issues that arise.
Responsible for reviewing Service Orders in CRM/PSA.
Will assist with other invoicing tasks as needed.
Develop working knowledge of our solutions, services, new and existing products being offered by the company.
Responsible for answering telephones and routing to correct individual
Responsible for creating new customer files and filing
Responsible for entering payables into the accounting system and scheduling payments.
Responsible for sending daily invoicing reports, weekly payables reports, and daily deposits reports to the management team.
Responsible for accounts receivable deposits.
Responsible for reconciling accounts including the company credit card accounts, third party billing, and retainers.
The company reserves the right to add or change duties at any time.
Key Characteristics of the Ideal Candidate
We are looking for individuals that thrive on relationship building and being a part of a Team! Our key to success is forming and enhancing relationships with our teammates and customers as well as finding individuals who are Hungry, Humble & Smart. Some key characteristics that are our non-negotiables for candidates include:
Self-Motivated - Not everything will have a pre-planned solution. The individual will
need to be self-motivated to figure things out and be resourceful. They will need to be
diligent in their efforts and think about the next steps and next opportunity. Are you
willing to go the extra mile to achieve something greater? Satisfaction, Knowledge, etc.?
Team Oriented - Thrive on working closely with others to achieve positive results. Ability
to serve others as nobody is above any task and we are all here to serve, point out
contributions of others before your own, share in the successes of other team members.
Interpersonal - Be able to develop and maintain relationships with others both internal
or external. Use good judgment in all situations and understand the impact of your words
and actions.
Called - A strong sense of passion for our mission and serving others
High Character - We operate with a high trust culture and with personal values and
integrity. Integrity, honesty,trust, compassion, and diligence are all qualities this person
must possess to flourish here.
Multitasking - This is not a steady state or static environment. Workflow will cycle and
interruptions are normal, so this person must be able to juggle and adjust on the fly

Requirements

• Minimum of 3 years' experience performing similar job task outlined above
• Time Management
• Multitasking

Responsibilities

• Responsible for creating and invoicing all sales invoices for customer orders in a timely manner including invoicing system sales, parts orders, repairs, telephone support, advance exchanges, menu maintenance, travel expenses, etc.
• Responsible for ensuring Sales Orders are entered into the CRM tool accurately.
• Responsible for assisting in retrieving setup paperwork from customer
• Responsible for assisting in Lucas internal inventory tracking procedures including following up on unreturned equipment exchanges
• Responsible for overseeing and data entry of monthly inventory counts.
• Responsible for advising management of any significant billing or customer issues that arise.
• Responsible for reviewing Service Orders in CRM/PSA.
• Will assist with other invoicing tasks as needed.
• Develop working knowledge of our solutions, services, new and existing products being offered by the company.
• Responsible for answering telephones and routing to correct individual
• Responsible for creating new customer files and filing
• Responsible for entering payables into the accounting system and scheduling payments.
• Responsible for sending daily invoicing reports, weekly payables reports, and daily deposits reports to the management team.
• Responsible for accounts receivable deposits.
• Responsible for reconciling accounts including the company credit card accounts, third party billing, and retainers.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed