What are the responsibilities and job description for the Accounts Receivable Assistant position at Lochridge-Priest Inc?
An Accounts Receivable Assistant supports an organization's finance team by managing incoming payments, tracking client accounts, and issuing invoices. They ensure healthy cash flow and accurate financial records by handling routine clerical tasks like payment reconciliation and collections.
Company Benefits
- Medical, Dental Vision, and Life Insurance
- Paid Time Off
- 401K with Company Match
- Continuous Training and Career Development
Essential Duties and Responsibilities
- Process customer payments and bank deposits
- Maintain accurate records of transactions and customer interactions in accounting software
- Generate and analyze accounts receivable reports to track collection progress and outstanding balances
- Collaborate with the sales/service team to resolve customer billing inquiries and issues
- Prepare and send conditional and unconditional waivers to general contractors to ensure timely release of our funding
- Conduct credit checks on new customers and manage customer credit limits
- Support the month-end closing process by ensuring all accounts receivable transactions are recorded accurately
- Provide excellent customer service to clients regarding billing inquiries and payments
Skills
- Outstanding interpersonal skills
- Strong organizational skills
- Clear, persuasive verbal and written communication
- Excellent negotiation skills
- Problem-solving mindset
- Professional phone etiquette
Additional Qualifications
- Proven experience in accounts receivable or a similar financial role for at least 3 years
- Proficiency in accounting software (e.g., QuickBooks, SAP, or similar)
- Strong understanding of basic accounting principles and financial regulations
- Excellent attention to detail and organizational skills
- Strong analytical and problem-solving abilities
- Effective communication skills, both written and verbal
- Ability to work independently and as part of a team
Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.