What are the responsibilities and job description for the Accounting Team & Support Admin position at Whole Latte Love?
Description
The Accounting Team & Support Admin is a cross-functional role that directly supports the accounting team while also managing a wide range of administrative and customer support responsibilities.
This role is responsible for processing RMAs, generating return labels, submitting customer orders, assisting with accounting-related tasks such as reconciliations and AP/AR support, and managing freight-related issues including submitting and managing damage claims and loss tracers.
The ideal candidate is reliable, detail-oriented, highly organized, and capable of balancing financial accuracy with a high level of customer service in a fast-paced environment.
Requirements
Qualifications:
Accounting & Financial Support
Compensation & Benefits
The Accounting Team & Support Admin is a cross-functional role that directly supports the accounting team while also managing a wide range of administrative and customer support responsibilities.
This role is responsible for processing RMAs, generating return labels, submitting customer orders, assisting with accounting-related tasks such as reconciliations and AP/AR support, and managing freight-related issues including submitting and managing damage claims and loss tracers.
The ideal candidate is reliable, detail-oriented, highly organized, and capable of balancing financial accuracy with a high level of customer service in a fast-paced environment.
Requirements
Qualifications:
- 2 years in customer service, accounting support, order processing, or logistics support
- Experience with AP/AR, reconciliations, or accounting processes preferred
- Excellent communication skills (verbal and written)
- Strong organizational skills with the ability to multitask and prioritize effectively
- Proficiency in order management and CRM tools (e.g., Shopify, HubSpot)
- Comfortable handling phone-based communication and providing real-time updates
- Detail-oriented with strong problem-solving capabilities
- Positive, team-oriented mindset with a customer-first approach
Accounting & Financial Support
- Assist the accounting team with daily operations, including accounts payable (AP) and accounts receivable (AR) tasks
- Assist the accounting team with daily and weekly Amazon orders
- Submit data and information for manufacturer billbacks
- Support reconciliations and ensure accuracy across financial records and transactions
- Provide checks and balances on orders, credits, and returns to ensure proper financial alignment
- Collaborate with accounting on discrepancies, reporting, and process improvements
- Create and manage RMAs (Return Merchandise Authorizations) for authorized returns
- Generate and email return shipping labels to customers
- Set up and process new customer orders as needed
- Submit orders to DSV for drop shipments
- Submit marketing team studio orders
- Support food program inventory and ordering
- Assist purchasing with order coordination, tracking, and follow-ups
- Review cases of damaged items and determine next steps, including freight claim submission
- Submit and manage loss tracers or claims with shipping carriers for missing packages
- Track all claims through to resolution and maintain proper documentation
- Communicate clearly with customers and internal teams throughout the resolution process
- Answer inbound support calls transferred from the Sales Team (non-sales related inquiries such as order status, returns, and general support)
- Respond to calls from the Ajax warehouse team to reconcile receiving discrepancies
- Communicate with carriers (UPS/USPS) to verify and document freight damage cases
- Assist with general phone coverage during high-volume periods, including holidays and Q4
- Maintain accurate records in CRM and ERP systems for all cases (returns, damages, losses, and claims)
- Run and present daily/weekly reports outlining key metrics and statuses
- Identify trends and collaborate with cross-functional teams to improve processes and prevent recurring issues
Compensation & Benefits
- Competitive hourly pay
- Health and dental insurance plans
- 401(k) with company contributions
- Generous paid time off including vacation, sick time, and holidays
- Fully stocked kitchen
- Endless coffee, lattes, and cappuccinos
- Monthly DoorDash pass
- Hands-on access to high-end espresso machines and premium coffee gear