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Account Services Administrator

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • •
    Microsoft Excel
  • •
    Progress Reporting
  • •
    Microsoft Word
  • •
    Ability To Meet Deadlines
  • •
    Adaptability
  • •
    Time Management
  • •
    Teamwork
  • •
    Analytical Thinking
  • •
    Detail Oriented
  • •
    Verbal Communication Skills
  • •
    Computer Literacy

Roles & Responsibilities

  • High School Diploma
  • 2-4+ years of administrative experience with some accounting/finance background preferred
  • Excellent communication skills (interpersonal and written) and proficient computer skills
  • Moderate proficiency in Microsoft Excel and Microsoft Word

Requirements:

  • Generate proposals and engage with customers to support billing and project initiation
  • Manage recurring projects with the Manager and oversee related customer billing processes
  • Proactively contact customers regarding overdue invoices and monitor the monthly accounts receivable report
  • Maintain electronic and physical customer files and prepare customer statements as requested

Job description

Job Summary:

The Account Services position supports the Account Services Manager and requires a motivated, energetic individual who can manage multiple details simultaneously, process a high volume of transactions efficiently, and meet the demands of a fast-paced environment while maintaining a positive attitude. This position also requires excellent verbal and written communication and intermediate Excel skills. There will be a requirement to enter data into various operating systems and prepare status reports with a solid understanding of contracts and systems. Additional administrative tasks will be assigned as needed. This is a remote position with possible travel to customer locations (with Team Members) and internal meetings.

Job Description:

Duties/Responsibilities:

  • Proposal generation
  • Customer engagement
  • Work with the Manager to create Recurring Projects and related Customer billing
  • Initiate contact with customers regarding overdue invoices on the monthly AR report
  • Process Cash Receipts (as needed)
  • Process Accounts Payable (as needed)
  • Work with the manager on special projects as assigned
  • Provide Customer Statements as requested
  • Manage electronic customer files and corresponding physical files

Required Skills/Abilities:

  • Analytical thinker
  • Expertise in Microsoft Excel, Microsoft Word
  • Attention to detail
  • Time management and organization skills are required
  • Efficient and able to work with tight and often fluctuating deadlines
  • Eager to work in a dynamic and constantly changing environment

Education and Experience:

  • High School Diploma
  • 2-4+ years of Administrative Experience with some Accounting and Finance background preferred
  • Excellent communication skills: interpersonal and written; proficient computer skills
  • Moderate proficiency in Microsoft Excel, Microsoft Word
  • Ability to work without constant supervision

Worker Type:

Regular

Number of Openings Available:

1

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