Demo

Accounting Team & Support Admin

Whole Latte Love
Rochester, NY Full Time
POSTED ON 4/4/2026
AVAILABLE BEFORE 5/2/2026
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:

  • 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

Responsibilities

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

Admin & Operational Support

  • 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

Freight Claims & Loss Resolution

  • 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

Support Call Handling

  • 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

Reporting & Documentation

  • 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

Why You’ll Love Working Here

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

Workplace Perks

  • Fully stocked kitchen
  • Endless coffee, lattes, and cappuccinos
  • Monthly DoorDash pass
  • Hands-on access to high-end espresso machines and premium coffee gear

Salary.com Estimation for Accounting Team & Support Admin in Rochester, NY
$41,650 to $51,753
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