Accounts Receivable Specialist
About The Position
Peak Trust Company is seeking a detail-oriented and proactive Accounts Receivable Specialist to join our Finance team. This role is responsible for supporting the full accounts receivable cycle, including invoicing, payment processing, account monitoring, collections, and financial recordkeeping. The ideal candidate is organized, dependable, and comfortable taking ownership of outstanding items from start to finish. This position works directly with clients and internal teams to address balances, coordinate payments, and ensure receivables are managed accurately and consistently.
Requirements
- Strong organization, attention to detail, and financial accuracy.
- Excellent follow-through and the ability to manage multiple accounts, deadlines, and priorities.
- Professional and confident communication skills, particularly when discussing balances and payment expectations.
- Sound judgment, initiative, and problem-solving skills with the ability to work both independently and collaboratively.
- Proficiency with Microsoft Office, particularly Excel.
Nice To Haves
- 3-5 years previous accounts receivable, collections, accounting, or related experience preferred
Responsibilities
- Manage invoicing, accounts receivable activity, and payment processing with accuracy and timely follow-through.
- Monitor outstanding balances and manage collection activity, including professional client communication and payment follow-up.
- Maintain accurate financial records, reconcile payments, and research routine account discrepancies.
- Partner with Finance, Fiduciary Officers, and other teams to resolve account issues and keep receivables moving.
- Support financial reporting, department initiatives, and improvements to accounts receivable and collection processes.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
