Accounting Assistant
The Cook & Boardman Group Accounting Assistant
This entry-level office position provides administrative support across accounting, collections, and general business functions, with a primary focus on billing and accounts receivable. The role works closely with the Accounting Manager and project teams to ensure accurate documentation, timely communication with customers, and efficient processing of financial transactions. The ideal candidate is detail-oriented, organized, and eager to learn. This position may also serve as backup for front desk/reception duties as needed.
Essential Functions
Prepare, submit, and track waiver requests; resolve any issues preventing timely issuance
Email or mail monthly statements and invoice copies to customers upon request
Scan and send pay applications to general contractors, and file paid applications appropriately
Support collection efforts by coordinating with project managers and project accountants to follow up on past-due invoices
Apply customer payments and assist with maintaining cash receipts spreadsheets and cash sales records
Process customer credit card payments and perform monthly credit card reconciliations
Support daily administrative tasks including documentation, data entry, and internal communications
Provide receptionist support as needed, including answering phones and greeting visitors
Perform other related duties and special projects as assigned
Minimum Qualifications
High school diploma or equivalent; some college coursework in business or accounting preferred
Knowledge, Skills, and Abilities
Basic understanding of accounting and collections processes
Proficiency in Microsoft Excel and Word required
Strong written and verbal communication skills
High attention to detail, accuracy, and ability to meet deadlines
Customer service mindset with professionalism in all interactions
Self-motivated and well-organized with the ability to prioritize and multitask effectively