What are the responsibilities and job description for the Account Specialist position at Oklahoma State University?
Company Description Oklahoma State University, founded in 1890, is a public land-grant institution committed to advancing knowledge through instruction, research, and outreach. The university serves the state, nation, and world by providing accessible education and fostering innovation across diverse disciplines. OSU emphasizes practical solutions to real-world challenges and encourages collaboration among students, faculty, staff, and community partners. Team members contribute directly to the university’s mission of improving lives and strengthening communities through education and service.
Role Description The Account Specialist is a full-time, on-site role based in Stillwater, OK. This position is responsible for managing assigned accounts, processing financial transactions, monitoring balances, and ensuring accurate and timely updates in university systems. The role includes responding to inquiries from students, staff, and external partners, providing clear information on account status, resolving issues, and escalating complex matters as needed. The Account Specialist collaborates with finance and administrative teams, prepares routine reports, and assists with reconciliations and compliance with university policies and applicable regulations. Daily tasks also involve maintaining organized records, identifying process improvements, and supporting a high level of customer service within the department.
Qualifications
Role Description The Account Specialist is a full-time, on-site role based in Stillwater, OK. This position is responsible for managing assigned accounts, processing financial transactions, monitoring balances, and ensuring accurate and timely updates in university systems. The role includes responding to inquiries from students, staff, and external partners, providing clear information on account status, resolving issues, and escalating complex matters as needed. The Account Specialist collaborates with finance and administrative teams, prepares routine reports, and assists with reconciliations and compliance with university policies and applicable regulations. Daily tasks also involve maintaining organized records, identifying process improvements, and supporting a high level of customer service within the department.
Qualifications
- Candidates should possess strong Analytical Skills to interpret account data, identify discrepancies, and support accurate reporting.
- Candidates should possess solid Finance knowledge to handle transactions, understand billing processes, and support budgetary and account management activities.
- Candidates should possess effective Communication skills to clearly explain account information, collaborate with colleagues, and prepare written correspondence.
- Candidates should possess Customer Service abilities to respond to inquiries professionally, resolve concerns, and maintain positive relationships with stakeholders.
- Candidates should possess Account Management skills to maintain organized records, track account activity, and ensure timely follow-up and resolution.
- Additional beneficial qualifications include proficiency with accounting or ERP software, strong Excel skills, attention to detail, and the ability to manage multiple priorities.
- An associate or bachelor’s degree in accounting, finance, business administration, or a related field, or equivalent relevant experience, is preferred.