Job Details

Job Summary

The Accounting Clerk/Receptionist has front-line customer service responsibility while interacting and communicating with incoming customers. This position must greet and communicate with customers in a friendly manner, take and process payments in person and over the phone, perform clerical tasks, and route incoming calls to appropriate personnel. This position performs a wide variety of clerical, billing, remittance processing, mail processing, data entry, and spreadsheet functions. The Accounting Clerk/Receptionist position is non-exempt and reports to the Director of Marketing.

The Accounting Clerk/Receptionist is responsible for reception and cashiering functions, including greeting customers, processing bill payments, performing clerical duties, and routing customer calls. The first responsibility is the courteous and efficient handling of all customer inquiries. A critical function of the position is the ability to interact with customers, the marketing team, and media partnerships while working toward the common goal of efficiently and effectively serving the customer. This position is responsible for efficient processing of customer bills, customer payments (remittance processing), USPS mail, data entry, and entering information into QuickBooks and Excel spreadsheets.

Example of Duties

Cashier/Receptionist Duties

• Answers incoming telephone calls and routes calls to appropriate individuals;
• Assists walk-in customers and visitors as needed;
• Handles cash payments and initiates daily reports;
• Processes customer payments and posts payments to QuickBooks;
• Perform all cashiering functions related to customer collections;
• Types reports and correspondence as required;
• Performs other related jobs and duties as assigned.

• Assists with accounting-related tasks, including work order closing spreadsheets;
• Uses Microsoft Excel to enter, organize, maintain, and update accounting and operational data;
• Performs data entry;
• Assists with the processing of letters and notifications;
• Maintains Certificates of Tax Exemption Forms and 1099 Forms;
• Process daily outgoing USPS mail as needed;
• Performs other accounting/back-office-related work as required.

• At least 1 year of experience using QuickBooks;
• Prior experience using Microsoft Excel, including data entry, spreadsheets, formatting, and basic spreadsheet functions;
• Prior experience in a position that deals with customers and/or the public;
• Excellent interpersonal skills;
• Ability to communicate and interact effectively with customers and staff;
• Must be a self-starter with the confidence and initiative to work independently as required;
• Good clerical, PC, and general office skills;
• Basic knowledge of accounting, office systems, procedures, and operations;
• Accuracy, attention to detail, and strong follow-through abilities.