Account Clerk

Job Description

Job Description

Accounts Clerk

Position Overview

We are seeking a detail-oriented and highly organized Accounts Clerk to support accounting and administrative functions. The ideal candidate will have recent accounting experience, strong computer skills, and advanced proficiency with Microsoft Office, particularly Excel.

This position requires someone who is comfortable reviewing financial information, researching records, processing documentation, communicating with individuals regarding account information, and ensuring work is completed accurately and in accordance with established procedures.

Key Responsibilities

• Review, examine, verify, and process account-related claims and documentation.
• Research and collect background information to determine the validity and completeness of submitted information.
• Review financial records, reports, forms, and supporting documentation for accuracy.
• Analyze information and identify discrepancies, missing information, or inconsistencies.
• Process routine and complex requests that may require detailed research and investigation.
• Maintain accurate records and documentation in accordance with established procedures.
• Communicate professionally with individuals regarding account information, documentation, and processing requirements.
• Respond to inquiries by phone, email, or other approved communication methods.
• Follow applicable laws, regulations, policies, and established procedures.
• Enter, update, and maintain information in computer systems and databases.
• Prepare spreadsheets, reports, correspondence, and other documentation as needed.
• Use Microsoft Excel to organize, analyze, and maintain data.
• Maintain confidentiality of sensitive financial and personal information.
• Prioritize multiple assignments while meeting established deadlines.
• Perform other accounting and administrative duties as assigned.

Required Qualifications

• At least 2 years of recent accounting experience.
• Some college education required.
• Strong attention to detail and accuracy.
• Strong computer skills.
• Advanced proficiency with Microsoft Office, particularly Microsoft Excel.
• Ability to review and analyze financial information and supporting documentation.
• Strong written and verbal communication skills.
• Ability to conduct detailed research and follow established procedures.
• Ability to handle confidential information professionally.
• Strong organizational and time-management skills.

Education

Candidates should have some college education , preferably in:

• Accounting
• Business Administration
• Finance
• Economics
• Computer Science
• A related field

Additional accounting coursework or an equivalent combination of education and recent accounting experience may be considered.

Preferred Skills

• Experience working with financial records, accounting documentation, or claims.
• Experience researching and verifying financial information.
• Strong Excel skills, including working with spreadsheets and large amounts of data.
• Experience identifying discrepancies and resolving documentation issues.
• Ability to work independently while maintaining accuracy and productivity.
• Strong customer service and professional communication skills.