Receptionist - Houston, United States - Jacobson Lawrence & Co

Description

Receptionist and Account Receivable Hybrid, who will be responsible for managing the accounts receivable process, ensuring accurate and timely invoicing, and maintaining positive relationships with clients.

• Supervisory Responsibilities:_
• None.
• Duties/Responsibilities:_
• Greets clients, visitors, and guests; determines the purpose of each person?s visit and directs or escorts him or her to the appropriate location.
• Answers, screens, and directs phone calls to staff; takes messages and schedules appointments.
• Provide documentation to clients if requested.
• Receives mail, documents, packages, and courier deliveries and delivers or distributes items.
• Performs administrative and clerical support tasks.
• Performs basic filing and recordkeeping.
• Lite Tax Processing
• Assist with special projects or events as assigned by management.
• Uphold confidentiality and security standards in handling sensitive information.
• Maintain a tidy and organized reception area, ensuring it reflects a professional image of the company.
• Generate and distribute accurate and timely invoices to clients.
• Process incoming payments in compliance with financial policies and procedures.
• Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted.
• Investigate and resolve any discrepancies or issues related to invoicing or payments.
• Monitor overdue accounts and follow up with clients to secure outstanding payments.
• Maintain accurate records of accounts receivable transactions, including adjustments and writeoffs.
• Prepare regular reports on accounts receivable status for management review.
• Collaborate with other departments, such as sales and customer service, to address client inquiries and resolve billing issues.
• Assist with monthend closing activities, including preparing journal entries and reconciliations.
• Stay up to date on industry best practices and regulatory requirements related to accounts receivable.
• Send monthly reports to management documenting our AR balances, and improvements.
• Required Skills/Abilities: _
• Has reliable transportation to and from work
• Demonstrates punctuality, a consistent track record of arriving on time to work and meetings, and understanding the importance of timeliness in maintaining office efficiency and professionalism.
• Proven experience working in accounts receivable or a similar finance role.
• Proficiency in accounting software and Microsoft Office Suite, particularly Excel.
• Strong analytical and problemsolving skills.
• Excellent attention to detail and accuracy.
• Effective communication skills, both verbal and written.
• Ability to prioritize tasks and manage time efficiently in a fastpaced environment.
• Strong customer service orientation and ability to build positive relationships with clients.
• Knowledge of accounting principles and practices.
• Ability to work independently as well as part of a team.
• Education and Experience:_
• High school diploma or equivalent required.
• Physical Requirements: _
• Prolonged periods of sitting at a desk.
• Must be able to lift up to 15 pounds at times.