Sol Levinson and Bros., Inc. · 6 hours ago
Accounting Specialist
Sol Levinson & Bros., one of the largest and most successful funeral homes in the Baltimore metropolitan area, is seeking an Accounting Specialist. The role involves managing paperwork and payment processing of prearranged funerals, along with various accounting and administrative functions.
Responsibilities
Work closely with the Director of Advance Planning and maintain knowledge of Advance Planning processes and paperwork
Maintain relationship with insurance companies and brokers; gain knowledge of their systems
Work with insurance companies & brokers on applications for pre-needs
Ensure timely processing of all prearranged funerals and payments; maintain preneed records
File insurance claims and apply payments
Provide general administrative and financial support to the entire Sol Levinson team
Prepare and track weekly and monthly billing, and follow up on past due accounts
Data entry with financial systems and excel spreadsheets to ensure information is accurately reported and filed
Enter data into records for pre-arranged funeral services
Assist with monthly accounting closing, including preparing spreadsheets, researching trends, and entering data into QuickBooks
Monitor department spend, obtain approvals on vendor invoices, pay, process, and reconcile bills
Complete weekly check runs and pay independent contractors
Make weekly bank deposits and process payments on family accounts
Maintain company credit card and gas card accounts
Have knowledge of computer systems and websites; understand use and purpose of all programs and forms used in the business
Check company messaging system and email periodically throughout the day and respond as needed
Print reports as requested by management
Special projects as needed by management
Answer telephones, assist callers with their needs in a professional manner
Entire office staff needs to cross train in all office positions and provide coverage as needed in any job function
Integrity and ability to maintain confidentiality are required in this position
Must have strong organizational skills, the ability to multitask, and a strong commitment to providing excellent customer service
Dress professionally and represent Sol Levinson & Bros., Inc. in a professional and dignified manner at all times
Qualification
Required
High school diploma or equivalent
Excellent MS Office skills-specifically Excel and Word. Experience with Google docs
Knowledge of QuickBooks or a comparable bookkeeping system
Integrity and ability to maintain confidentiality are required in this position
Must have strong organizational skills, the ability to multitask, and a strong commitment to providing excellent customer service
Ability to lift up to 25 lbs. on occasion
Travel between offices, filing areas, and throughout funeral home
Ability to communicate in a professional fashion
Dress professionally and represent Sol Levinson & Bros., Inc. in a professional and dignified manner at all times
Preferred
Accounting degree strongly preferred
Company
Sol Levinson and Bros., Inc.
For five generations, Levinson's® has provided the highest quality of service, professionalism and care in the Baltimore-Washington area.
Funding
Current Stage
Early StageCompany data provided by crunchbase