What are the responsibilities and job description for the Receptionist/Accounts Payable, EDI position at EDI - Executive Director Incorporated?
Receptionist/Accounts Payable
CLIENT ASSOCIATION(s): EDI
POSITION REPORTS TO: Office Administrator
DIRECT REPORTS: None
EMPLOYEE STATUS: Non-Exempt, Full-time (37.5 hours per week)
ROLE TYPE/LEVEL: Entry Level
CLIENT/DEPARTMENT OVERVIEW:
Executive Director, Inc. (EDI) is a leading association management company servicing 40 national and global medical, health, scientific associations and certifying bodies. EDI’s Receptionist/Accounts Payable are responsible for being the first point of contact for EDI visitors and client incoming phone calls. Works closely with EDI’s accounting department with the accounts payable process.
Executive Director, Inc. (EDI) is a leading association management company servicing 40 national and global medical, health, scientific associations and certifying bodies. EDI’s Receptionist/Accounts Payable are responsible for being the first point of contact for EDI visitors and client incoming phone calls. Works closely with EDI’s accounting department with the accounts payable process.
JOB OVERVIEW:
This role is responsible for directing calls to the appropriate client teams, processing client accounts payable, deposits, and maintaining effective communication with client executives, treasurers, accounting departments, and internal EDI staff. The position plays a key role in promoting efficiency, collaboration, and professionalism while upholding EDI’s standards of excellence in client service and organizational support.
This role is responsible for directing calls to the appropriate client teams, processing client accounts payable, deposits, and maintaining effective communication with client executives, treasurers, accounting departments, and internal EDI staff. The position plays a key role in promoting efficiency, collaboration, and professionalism while upholding EDI’s standards of excellence in client service and organizational support.
POSITION RESPONSIBILITIES (minimum of 37.5 hours/week):
- Answer and appropriately distribute incoming phone calls on a multi-line phone system for all associations.
- Greet and notify staff of all visitors.
- Review out of office and working remote list each day as needed.
- Process client deposits and use Deposit software.
- Assist in the accounts payable process
- Proactively reach out and update client call lists to incorporate staff changes for accurate call routing.
- Track and maintain reports on invoice processing, submit timely monthly reports.
- Responsible for daily set-up and closing of the reception area.
- Provide accurate and timely communication with staff through emails and calls.
- Assist in client mailings and other duties as assigned.
- Assist the accounting department with miscellaneous tasks as needed.
- Assist in other miscellaneous projects and duties as requested.
SKILLS AND QUALIFICATIONS:
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, and Teams) and comfortable learning new software applications.
- Excellent verbal and written communication skills, with a professional and friendly demeanor.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Dependable and punctual, with a strong sense of professionalism and confidentiality.
- Customer service–oriented attitude, with the ability to interact courteously with staff, clients, and visitors.
EDUCATION/EXPERIENCE:
- High school diploma or equivalent
- 1–3 years of experience in an administrative, receptionist, or customer service role (preferably in a professional office setting).
- Multi-line phone system experience- (Attendant console experience preferred)
TRAVEL REQUIRED:
No travel will be required.
No travel will be required.
WORK ENVIRONMENT:
This is a full-time position located in our office in downtown Milwaukee, WI. Not eligible for remote work requires five days onsite in the office.
PHYSICAL REQUIREMENTS: (lifting, packaging, etc.)
Minimal lifting required, up to twenty pounds.