2 Accounts Receivable/Payable Specialist Jobs in Fort Myers, FL
EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES is Hiring an Accounts Receivable/Payable Specialist Near Fort Myers, FL
- This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
JOB OVERVIEW
The Accounts Receivable & Accounts Payable Specialist is responsible for the financial processing of transactions for the Company. Duties include processing vendor invoices into the accounting system, obtaining approval for vendor payments, supporting the payment of invoices and accurate record keeping. Prepare and disburse invoices to customers. Resolve issues with delinquent accounts through contacting and working with the customer. Reconcile transactions with statements. Maintain accurate financial records of all receivable transactions and verifications. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation.
RESPONSIBILITIES & DUTIES
- Works with the Corporate Accounting Team for daily transactions focusing on client billing and collections, accounts payable duties and reconciliations.
- Efficiently and proactively manage client/colleague correspondence (incoming/outgoing calls, emails) on a daily basis
- Efficiently review and resolve accounting cases
- Effectively learn, understand, and communicate IRS rules and regulations related to IRAs
- Utilize Salesforce, our state-of-the-art CRM system, to keep all transaction and case statuses updated, also logging all communication
- Build and maintain relationships with account holders and referral sources
- Collaborate with the management team
- Work across departments to assist with special projects, as necessary
QUALIFICATIONS
- Bachelor’s degree in Accounting or related field preferred
- Minimum one (1) year of experience in a Accounting Services environment
- Experience in Accounting or Finance preferred
PROFESSIONAL CERTIFICATIONS
- None
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
- Proficient in Microsoft Office Suite
- Experience with Intuit QB and/or Microsoft Great Plains is a plus
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Customer Focus
- Communicates Effectively
- Resourcefulness
- Balances Stakeholders
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
Job Summary
Full Time
$55k-68k (estimate)
04/12/2024
06/11/2024
The following is the career advancement route for Accounts Receivable/Payable Specialist positions, which can be used as a reference in future career path planning. As an Accounts Receivable/Payable Specialist, it can be promoted into senior positions as an Accounts Payable/Receivable Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Accounts Receivable/Payable Specialist. You can explore the career advancement for an Accounts Receivable/Payable Specialist below and select your interested title to get hiring information.
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