Root, Neal & Company · 2 months ago
Part Time ( Converting to Full) Office Clerk
Buffalo, NY
Part-time
Onsite
Entry Level
1+ years expRoot, Neal & Company is seeking an Office Clerk to provide essential administrative support for the smooth operation of their office. The role involves managing correspondence, handling accounts receivable and payable, and performing general clerical duties.
Machinery
Responsibilities
Manage incoming calls, emails, and correspondence, directing inquiries to appropriate departments
Maintain organized filing systems (both digital and physical) for office documents, invoices, and records
Schedule appointments, meetings, and manage office calendars
Assist with data entry, document preparation, and report generation as needed
Order and maintain office supplies, ensuring inventory is adequately stocked
Process customer invoices and ensure timely delivery to clients
Monitor and follow up on outstanding payments, communicating with clients regarding overdue accounts
Record and reconcile payments received in the accounting system
Assist in preparing AR aging reports for management review
Review and process vendor invoices for payment, ensuring accuracy and proper authorization
Enter AP transactions into the accounting system and maintain accurate records
Assist with vendor inquiries and resolve discrepancies in billing
Prepare payment runs (e.g., checks, ACH transfers) for approval by the Office Manager
Support monthly account reconciliation and assist with financial reporting
Collaborate with team members to streamline office processes and improve efficiency
Provide backup support for other administrative tasks as needed
Maintain confidentiality of sensitive financial and company information
Qualification
Required
High school diploma or equivalent; associate's degree in business, accounting, or related field preferred
1-2 years of experience in an office or clerical role, with exposure to AR/AP processes
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with accounting software (e.g., QuickBooks, Sage, or similar)
Strong organizational skills and attention to detail
Excellent communication skills, both written and verbal
Ability to prioritize tasks and manage time effectively in a fast-paced environment
Basic understanding of accounting principles related to AR and AP
Team player with a positive attitude and willingness to learn
Ability to sit for extended periods and perform repetitive tasks such as data entry
Occasional lifting of office supplies or files up to 20 pounds
Preferred
associate's degree in business, accounting, or related field
Benefits
Flexible Schedule
Health, dental, and vision insurance (for full-time employees)
Paid time off and holidays (pro-rated for part-time)
Opportunities for professional development and growth, with potential to transition to full-time
Company
Root, Neal & Company
More than just a supplier of products.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase