What are the responsibilities and job description for the Bookkeeper/Member Liaison position at SEV Chamber of Commerce?
Primary Duties:
The duties and responsibilities of this position include but are not limited to those listed below. These duties and responsibilities may be modified at any time by Executive Director. Modifications will be in writing and will be acknowledged by both parties.
- Manage check in and collect payments at member events.
- Assist with various duties at large events as needed, as a member of an overall team comprised of staff and volunteers.
- Coordinate with appropriate committees to plan, schedule, market, promote, execute, and stage all member events.
- Promote Chamber memberships to prospective nonmembers by communicating the benefits of the Chamber.
- Retain memberships.
- Generate invoices to Chamber members with upcoming renewal dates, for dues payment and complete via Chambermaster
- Generate invoices to Chamber members with past due payments for membership dues and complete via Chambermaster
- Generate invoices to Chamber members for additional promotional opportunities and complete via Chambermaster.
- Set up systems in Chambermaster to receive, track, and manage payments for: large events such as the Chamber’s Homeshow, Golf Tournament, and 5k; and smaller events like luncheons, business after-hours and ribbon cuttings.
- Record deposits in QuickBooks from Chambermaster automated transactions.
- Draft checks from QuickBooks, secure signatures, and mail.
- Produce monthly P&L statements and other financial documents from QuickBooks for the Board of Directors.
- Produce P&L statements from QuickBooks, along with internal status reports and financial projections, for event committees as needed.
- Reconcile bank statements and credit card statements.
- Monitor sponsorship agreements and track payments received, as well as the remaining promotional deliverables due from the Chamber.
- Produce reports regarding new members, renewing members, past due members and dropped members from Chambermaster.
- Work with CPA firm to modify chart of accounts in QuickBooks as needed.
- Make bank deposits.
- Enter new members and their detailed profile data into Chambermaster.
- Update member data as needed, which is typically triggered by address changes, personnel changes, etc.
- Answering incoming phone calls to the Chamber.
- Greet and assist incoming visitors to the Chamber.
- Order plaques, date stickers, and window stickers for new member packets.
- Assemble new member packets and coordinate distribution by Chamber Ambassadors.
- Take meeting minutes for committees as assigned by the Executive Director.
- Assist in the completion of ad hoc projects as needed.
- Other administrative duties as assigned.
Requirements:
- Proficiency with QuickBooks - 5 years (Required)
- Customer Relationship management (CRM) Software – 2 years (Required)
- Expertise with Microsoft Excel
- Proficiency with other Microsoft Office programs (Outlook, Word, PowerPoint)
- Satisfactory Background check
- Ability to work a flexible schedule
- Ability to sit for extended periods of time at a workstation
- Ability to lift twenty (20) pounds
Core Competencies:
- Adaptability
- Attention to Detail
- Communication Skills – Written and Verbal
- Customer Service
- Decision Making
- Initiative
- Organization
- Problem Solving
- Teamwork
Job Type: Full-time
Pay: $20.00 - $22.00 per hour
Physical Setting:
- Office
Schedule:
- Monday to Friday
- Weekend availability
Application Question(s):
- How many years of experience do you have with QuickBooks?
Education:
- Associate (Preferred)
Experience:
- Bookkeeping: 3 years (Required)
Work Location: One location