Plumb · 2 days ago

Accounts Payable - Client Services Associate

United States

Full-time

Remote

Entry Level

1+ years exp

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AccountingConstruction

Insider Connection @Plumb

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Responsibilities

Analyze invoices for accuracy and eligibility for payment.

Complete credit card reconciliations, bank reconciliations, and assist with 1099 reporting.

Maintain client confidentiality and keep all client information organized and up to date.

Review invoice entry and reconciliation work for accuracy.

Prioritize timely processing of vendor payment, wire requests, & urgent checks.

Provide excellent client service through professional written and verbal communication.

Prioritize workload, keeping utilization metrics consistent with set goals.

Set SMART goals for individual needs to ensure professional growth and success within our Plumb community. Be proactive and responsive to workload.

Develop and foster positive, respectful relationships with clients, advisors, and team members. Be consistent and thorough in delivery and task completion.

Demonstrates a willingness to learn new methods, procedures, and techniques.

Qualification

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Accounts payableQuickBooks OnlineBill.comAccount reconciliationsBank reconciliationsCredit card reconciliationsComputer skillsOffice equipmentDatabasesWordOutlookPowerPointExcelCommunication skillsPresentation skillsSage IntacctBrokerage Reconciliations

Required

Minimum 1 year of accounts payable experience or accounting classes preferred

Minimum 1 year experience of QuickBooks Online highly preferred

Minimum 1 year experience of Bill.com highly preferred

Minimum of 1 year experience of front facing customer service experience

Minimum 6 months experience performing account, bank and credit card reconciliations

Very good communication skills (written and verbal) and presentation skills

For all remote applicants, must have at minimum 1 year experience working remotely

Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel