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Job Description Job description
URM Technologies is looking for an exceptional Bookkeeper/Client Service Representative to assist our day-to-day bookkeeping and client service activities. Excellent organizational skills and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly. The ideal candidate for this position is a skilled multi-tasker, is reliable, and is committed to consistently meeting deadlines. Come on board and join our fast-growing team!
Responsibilities
- Processing client orders via web, phone, and emails
- Handling client requests for service and accounting
- Creating and posting service orders
- Collections
- Sales order processing
- Processing Bank Deposits
- Completing bank reconciliations
- Preparing financial documents such as invoices, quotes, orders, accounts payable, and receivable
- Preparing financial reporting
- Entering financial information into appropriate software programs (SAP Business One)
- Verifying balances in company books and rectifying discrepancies
- Managing day-to-day transactions
- Posting daily receipts
- Reporting on debtors and creditors
- Following company SOPs, revising, and updating as needed.
- Prepare accounts reconciliation
- General ledger entries
- Familiar with month-end closing procedures
- Other duties as directed by Management
Skills
- Proven experience with accounting and client service
- Comfortable speaking with clients and collecting on past-due invoices
- Knowledge of systems and procedures
- Working knowledge of office equipment, like printers and fax machines
- Proficiency in MS Office (MS Excel, in particular). Office 365 as well
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem-solving skills
- Excellent written and verbal communication skills (this is key!)
- Strong organizational skills with the ability to multi-task
- Strong punctuality and attendance
- High School degree; additional qualifications and experience a plus
Company Description
URM Technologies, Inc. provides information management solutions for businesses throughout Southern California. www.URMcorp.com.
URM Technologies, Inc. provides information management solutions for businesses throughout Southern California. www.URMcorp.com.
