Accounts Support Coordinator

Aston Carter•La Vergne, TN

19h•Onsite

About The Position

The Accounts Support Coordinator will support a short-term, project-based initiative focused on reconciling inactive customer credit accounts and issuing refunds. This role combines data review, accurate documentation management, and light outbound customer communication to ensure refunds are processed correctly and efficiently. The position offers an opportunity to contribute to essential accounts-related processes by validating customer information, collecting required forms, and providing administrative support to internal teams.

Requirements

Previous experience in administrative support, accounting support, operations, or a similar role.
Comfort working in accounts receivable, collections, credits, or related financial support functions.
Ability and confidence to make professional outbound phone calls to customers.
Strong attention to detail with a demonstrated ability to manage documentation accurately.
Ability to work independently while following established processes and project guidelines.
Proficiency with basic office tools, including spreadsheets (such as Excel), email, and internal systems.
Experience performing accurate data entry and maintaining organized records.
Professional written and verbal communication skills suitable for customer and internal stakeholder interactions.
Ability to handle sensitive or confidential information with care and discretion.

Nice To Haves

Experience in customer service, data entry, clerical work, or general administrative support.
Ability to work independently in a project-driven environment with minimal supervision.
Basic proficiency with spreadsheets, internal systems, and document management tools.
Comfort collaborating with cross-functional teams to complete project-based tasks.
Prior exposure to financial documentation such as W-9 forms and refund or payment processing is preferred.

Responsibilities

Review and validate customer account information related to outstanding credit balances to ensure accuracy and completeness.
Conduct light outbound phone calls to customers to confirm mailing addresses, contact details, and other necessary information for processing refunds.
Request, collect, and track W-9 forms and other required documentation from customers in an organized and timely manner.
Assist with preparing, organizing, and routing check requests and refund documentation in accordance with established procedures.
Perform accurate data entry into spreadsheets, internal systems, and document management tools while maintaining up-to-date records.
Maintain and organize digital and physical records to support audit readiness and compliance with internal standards.
Coordinate communication between customers and internal teams to resolve questions and ensure refunds are processed accurately and on schedule.
Handle sensitive or confidential customer and financial information with discretion and in line with company policies.
Provide general administrative and project support as needed throughout the assignment, including clerical tasks and basic reporting.