Office Administrator - Accounting & CRM
Role details
Job location
Tech stack
Job description
We are seeking a dedicated Office Administrator specializing in Accounting and Customer Relationship Management (CRM) to join our dynamic team. This role is vital in maintaining accurate financial records, managing accounting software, and supporting customer interactions through CRM systems. The successful candidate will play a key part in ensuring operational efficiency, financial accuracy, and excellent client service., * Manage accounts payable and receivable processes, including invoice processing, payment scheduling, and collections.
- Maintain and reconcile the general ledger using accounting software such as QuickBooks, Sage, Xero, or similar platforms.
- Prepare journal entries, perform bank reconciliations, and ensure compliance with GAAP (Generally Accepted Accounting Principles).
- Conduct balance sheet reconciliations and account analysis to verify accuracy of financial data.
- Support payroll processing and tax-related activities to ensure timely submissions.
- Utilize CRM systems to manage customer information, track interactions, and support sales and service efforts.
- Perform administrative duties related to bookkeeping, document filing, and data entry with precision.
- Ensure adherence to internal controls and maintain confidentiality of sensitive financial information.
Requirements
Do you have experience in Tax experience?, * Minimum of 3 years of experience in corporate or non-profit accounting environments.
- Proficiency in accounting software such as QuickBooks, Sage, Xero, or similar platforms.
- Strong understanding of financial concepts including double entry bookkeeping, debits & credits, journal entries, and general ledger accounting.
- Experience with bank reconciliation, account reconciliation, accounts payable/receivable management, and payroll processing.
- Familiarity with CRM systems for customer data management is advantageous.
- Excellent organizational skills with attention to detail; ability to handle multiple tasks efficiently.
- Basic typing skills (10 key) combined with strong communication skills for effective report writing. If you possess a solid foundation in accounting practices coupled with excellent organizational abilities and a proactive approach to administrative tasks, we encourage you to apply. Join our team to contribute to our ongoing success in delivering innovative solutions within a thriving industry.
Benefits & conditions
Pulled from the full job description
- Health insurance
- 401(k) matching
- Paid time off
- Vision insurance
- Dental insurance
- Paid sick time, * 401(k) matching
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Vision insurance