IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)
Overview
We are seeking a detail-oriented and organized Accounts Payable/Receivable Clerk to join our team. The ideal candidate will be responsible for managing incoming payments, maintaining accurate financial records, executing billing for project managers and ensuring timely invoicing. This role requires Quickbooks experience, a strong understanding of financial concepts and proficiency in organization. The Accounts Receivable Clerk will play a crucial role in supporting our Project Managers and CEO.
Duties
- Process and record all incoming payments accurately and promptly.
- Prepare and send invoices to clients, ensuring all billing information is correct.
- Monitor accounts receivable aging reports to identify overdue accounts and follow up accordingly.
- Collaborate with the management team to reconcile discrepancies in accounts.
-Enters all company transactions in Quickbooks in a timely manner
-Performs day-to-day accounting activities of the company; i.e. data entering receipts, invoices, etc.
-In charge of prevailing wage compliance documents, including sub-tier conditional and unconditional lien waivers for all projects, DAS140, DAS142s, certified payroll reporting and other various compliance documents
-Manage company credit card purchases to ensure receipts are received and entered
-Possess ability to build solid relationships with vendors and subcontractors for day-to-day interaction
-Provides support to Project Managers as needed with all compliance documents and contracts
-Handles phone calls for A/P and A/R inquires; Responds to vendor calls
-Reconciles billing disputes with vendors by researching purchase orders, contracts and
change orders
- Assist with data entry tasks related to accounts payable as needed.
Qualifications
- Quickbooks knowledge and experience
-Proven experience in accounts receivable or related accounting roles is preferred.
- Strong understanding of basic accounting principles and financial concepts.
- Excellent attention to detail with strong organizational skills.
- Ability to work independently as well as part of a team.
- Proficient in data entry with a focus on accuracy and efficiency.
- Strong communication skills, both written and verbal.
Job Type: Full-time
Pay: $23.00 - $30.00 per hour
Expected hours: 40 per week
Physical Setting:
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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