Accounting Agent

This position is responsible for assisting in the operation of a department. An individual in this position will be expected to perform additional job-related responsibilities and duties throughout the facility as assigned and/or necessary.

Essential Functions

An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.

To provide accounting assistance to co-workers and customers in a timely and accurate manner.

This position requires that you monitor all payments within a 48-hour turnaround time to ensure payments are posted to the correct accounts and deposited into correct accounts. You may also process automatic draft payments and address client concerns via email and/or phone. Basic knowledge of Microsoft Office, Word, Excel, and Google is required.

Competencies

An individual must be proficient in each of the competencies listed below to successfully perform the responsibilities of this position.

Read Ledgers to follow transactions

Filing of accounting documents

Communicate Correspondence

Applies fundamental accounting theories and concepts to support the Accounts Payable process

Accurately process A/P Invoices and vendor payments on a daily basis

Assist with the setup and maintenance of new and existing vendor assignees

Assist with the monthly Accounts Payable close and accrual process

Perform other duties as assigned

Issues Checks for payment for Associations within deadlines

Produce, review and send 1099 forms at the end of each association’s fiscal year

Navigate and use online bill payments through bank

Understand cash flow process regarding reserves for HOAs

Monitor Petty Cash disbursements and match incoming receipts to code appropriately

Monitor W-9 vendor forms for all vendors for HOAs

Review all invoices to double check for accuracy and avoid duplicate payments

Communicate well with fellow employees and comfortable working as part of a team.

Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele

Demonstrate the ability to independently manage workload, set priorities, meet deadlines, work under pressure and adjust to change.

Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships

Demonstrate integrity and strong character

Personnel- Follows applicable laws and regulations for handling sensitive and confidential files and information. Reports any issues or concerns immediately to their direct supervisor or HR manager.

Training- Follows all training documents and schedules.

Judgment: Makes effective choices- Uses policies, procedures, and/or guides to make good choices. Uses data and facts to make day to day decisions and involves others as needed. Recognizes what might be a problem and informs those who can correct it.

Client centered: Serve the Client- Shows care and concern when serving our Clients and their needs. Asks questions in order to understand their needs. Uses policies and information in order to exceed the Client’s expectations. Finds the right resources (people and/or tools) at the right time in order to resolve any requests.

Execution and Results: Get results- Ensure work is done correctly. Works on top priorities first. Makes a consistent effort to get results. Meets deadlines. Takes action to resolve problems so work can be completed in a timely manner.

Planning and Improvement: Plan for and improve work- Accepts responsibility and meets expectations for own work. Identifies steps needed in order to carry out work required.

Influence and Communicate- Listens to others and asks questions about what is needed. Communicates in a respectful and professional manner.

Ethics and Compliance- Follows all company policies and procedures. Shows integrity and ethical behavior in all work situations.

Education and Training

High School Diploma

3-5 years related experience; or equivalent combination of education and experience

Proficient with Microsoft Office Suite applications including Word and Excel

Strong interpersonal, written and verbal communication skills required

Ability to multi-task and prioritize tasks with limited direction

Adaptability- Adapts to changing work demands. Stays focused on own work when faced with challenges and/or difficulties. Stays open to and learns from feedback.

Physical Activities

The following physical activities are necessary to perform one or more of the essential functions of this position.

Creates documents, reports, etc. using a writing instrument or computer.

Enters and locates information on a computer.

Visually verifies and/or reads information.

Communicates effectively in person or by using telecommunications equipment.

Moves, lifts, and carries supplies weighing less than 20 pounds without assistance.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. Clark Simson Miller reserves the right to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles as it deems necessary to meet the needs of the business.

I have read and understand the essential functions for this position and certify that I have the ability to perform the essential functions of this position.

Job Type: Full-time

Pay: $17.00 - $18.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Accounting: 2 years (Required)
• Financial accounting: 2 years (Required)
• Google Suite: 1 year (Required)
• Budgeting: 1 year (Required)

License/Certification:

• Driver's License (Required)

Work Location: One location