Customer Service Executive delivering service experience to customers and advisers at a savings and investments firm. Balances administrative tasks and customer communication in a hybrid role.
About the role
- AP/AR Support Specialist providing daily support in finance at AccuSourceHR. Focused on accounts payable and receivable functions with a strong attention to detail.
Responsibilities
- The AP/AR Support Specialist provides daily support to the Accounts Payable and Accounts Receivable functions across multiple entities.
- This role assists with invoice entry, payment processing, billing, collections outreach, reconciliations, and resolving account issues.
- The specialist works closely with vendors, clients, and internal teams to ensure accuracy, timely follow-up, and compliance with company financial policies.
- Strong attention to detail, organization, and the ability to manage competing priorities are essential.
Requirements
- Associate’s degree or equivalent from a two-year college or technical school; or a minimum of 2 years’ experience in AP, AR, or general accounting experience.
- Experience managing up to 1500 invoices per month and ensuring accuracy in GL accounts/classes coding
- Proficient in written and verbal communication.
- Proficient in Microsoft Office Suite, QuickBooks, Bill.com, and other accounting systems
- High level of accuracy, efficiency, detail, and accountability
- Strong skills in using and understanding the flow of transactions in an integrated and automated accounting system.
- Read, analyze and interpret business, professional, technical or governmental documents.
- Write reports, business correspondence and procedure manuals.
- Effectively present information and respond to questions from managers, customers and the public.
- Ability to maintain confidentiality and exercise extreme discretion.
- Excellent problem-solving/judgment skills, and a high level of attention to detail and accuracy
- Strong organizational skills
- Ability to handle and prioritize multiple tasks and meet all deadlines
- People-oriented and results-driven
- Excellent active listening and presentation skills.
Benefits
- Medical (with company contribution)
- Dental (with company contribution)
- Vision
- Employer paid Life Insurance and Long-Term Disability
- Short-Term Disability
- 401(k) (with company match)
- Paid holidays
- Paid time off (PTO)
- Sick Time
- Pet insurance
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