The schedule for this position is three-days, in the office.
Requirements
Two years of experience in a finance or accounting position
Proficient in all Microsoft office programs
Excellent verbal and written communication skills
Associate’s degree in Accounting or Finance or equivalent experience
Nice To Haves
Experience with QuickBooks is a plus
Responsibilities
Processes accounts receivable invoices per procedure for delivery to clients
Reviews and helps resolve invoice issues
Drives collection efforts by utilizing statements of account, reminder letters and other tools
Reconciles monthly credit card account and/or corrects billing errors related to credit card payments; Provides feedback to those processes in order to prevent similar errors in the future
Processes adjustments of related credits and invoices on accounts or as requested
Creates monthly installment invoices based on client contracts.
Reviews aging and follows up with past due balances.
Maintains detailed notes of collection activity and customer responses.
Records and processes all mortgage files
Provides superior customer service while responding to client inquiries
Orders, receives, and stocks all firm supplies
Assists with month-end and year-end closing process or other reporting as needed