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Schedule: Full-Time (40 hours/week)
Salary: $40,000 - $45,000 annually
Essential Job Duties
Provides and maintains excellent customer
service as the first line of communication for all accounting related
Responds to inquiries and questions via email or
Maintains accurate annual, monthly, and
quarterly billing of all clients.
Research customer account status, billings,
collections, and adjustments and make the necessary changes to the accounting
Processes incoming payments from customers via
payment processing system, email customers when invoice links are needed.
Makes necessary calls to clients when payment
information update is needed.
Explains company billing policies and procedures
to clients when questions arise. Works closely with the other departments as
Maintains the Customer and Vendor files within
Reconciliations of cash accounts related to
Assist with NSF transactions - recording,
posting, tracking, and sending emails to clients for collection purposes.
Communicate with Corporate accounts to ensure
timely collections. Provide invoices and monthly statements, as needed.
Works closely with Accounting Manager to
complete weekly and monthly reports as needed.
Ensures the accuracy and timely coding and
processing of invoices for the company within accounting system including
attaching vendor files.
Resolve past-due and remittance issues with
vendors and involve Accounting Manager as needed.
Supports Year End US 1099 Reporting.
Attends weekly meetings with accounting team and
other teams as permitted.
Manages the billing phone que.
Additional duties as assigned.
High School Diploma or equivalent required.
At least 3 years’ related experience in billing,
collections, accounts receivable and accounts payable is required.
Superb communication skills and a commitment to
superior customer service.
Excellent attention to detail and accuracy,
proficient with numbers and basic calculations.
Solutions oriented and ability to handle
changing and competing responsibilities.
Strong command of technology including
accounting software, and ability to learn new software solutions easily and
Proficiency is required with Excel, Word,
Outlook, Adobe Acrobat
Possesses a preference for proactivity, avoids
workplace distractions, and drives performance targets to completion.
Possesses strong innate ability to switch gears
between tasks as needed.
Associate degree in finance, accounting or
Knowledge of the Retirement Plan Industry is
preferred but not required.
Physical Demands and Work Environment
While performing the duties of this job, the
employee is regularly required to talk and hear.
The employee is frequently required to sit; use
hands to finger, handle, or feel; and reach with hands and arms.
The employee must occasionally lift and/or move
up to 10 pounds.
Specific vision abilities required by this job
include close vision, distance vision, peripheral vision, depth perception, and
ability to adjust focus.
The work environment is usually an indoor
setting with infrequent exposure to outside elements. This position requires
less than 5% of travel.
The person in this position occasionally needs
to move about inside a home office environment to access file cabinets, office
Constantly operates a computer and other office
productivity machinery such as a printer.
We Offer Great
Choice between 4 medical plans
Dental, Vision and Accident Insurance
3+ Weeks of Paid Time off (PTO) Starting
Employer sponsored 401(k) Plan + Employer
Financial support for ongoing education and
casual working environment with casual dress.
100% Employer Paid Work from Home Setup
Leading Retirement Solutions is proud to be an Equal
Opportunity employer and we value diversity at our firm. Employment decisions are
made without regard to race, color, religion, national or ethnic origin, sex,
sexual orientation, gender identity or expression, age, disability, protected
veteran status or other characteristics protected by law. LRS will only employ
those who are legally authorized to work in the United States for this
We are committed to working with and providing
reasonable assistance to individuals with physical and mental disabilities. If
you are a disabled individual requiring an accommodation to apply for an open
position, please email your request to email@example.com General
employment questions cannot be accepted or pro