Accounting & Administrative Specialist

Job Description

Job Description

Lucas Systems, Inc. Overview

Lucas offers full-service Point of Sale Technology and Service under one roof. We handle Software, Hardware, Professional Services, and Technical Support for all our clients. We believe our "customer-direct" model accounts for a consistent, high-quality product and service.

Since opening our doors in 1992, we are one of the oldest POS companies in the Quick Service Restaurant (QSR), Fast Casual restaurant space. We have never had a goal of becoming one of the largest providers, rather we focused on being one of the best, most reputable providers. We sought to accomplish that by providing our clients a reliable, quality product and service. We believe that if we consistently do that, our clients will be happy with the value they receive from us and they will recommend us to others. After years of service and while we continue to expand our customer base, we believe our recipe for providing a quality product & service and evolving that product and service to meet the customer's changing needs...is what our clients want, and that is why we provide Solutions. Delivered. Right.

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Who We Are

The Mission – Why We Exist

Lucas exists to create and deliver excellent service and technology solutions that help our customers succeed, while providing a high standard of care for all.

The Vision – What We Want to Achieve

To deliver quality solutions backed by the best service while building lasting relationships.

Our Values – The Way We Will Accomplish This Mission

Our behaviors embody our core values. These core values guide our decisions over time and preserve the essence of our purpose. To deliver on the above we have established values that will control our behavior, guide our decisions, and will be reflected in our actions. They do not change over time. Our core values:

Service – we strive for excellence in serving our team members, customers, industry partners and community.

Urgency – we act promptly, in all situations. Every minute counts.

Relationships – we are personally responsible for cultivating lasting relationships that positively impacts others.

The Position

We're looking for team members who place a high value on customer service, relationship building, and have a sense of urgency in all things they do - especially with helping customers.

The Accounting & Administrative Specialist will work under the direction of the Office Manager in various areas of Accounting, Inventory, Sales Support, Contracts while working closely with customers, key stakeholders in the brands we support, and management.

The responsibilities of a successful Accounting & Administrative Specialist include the following:

• Responsible for creating and invoicing all sales invoices for customer orders in a timely manner including invoicing system sales, parts orders, repairs, telephone support, advance exchanges, menu maintenance, travel expenses, etc.
• Responsible for ensuring Sales Orders are entered into the CRM tool accurately.
• Responsible for assisting in retrieving setup paperwork from customer
• Responsible for assisting in Lucas internal inventory tracking procedures including following up on unreturned equipment exchanges
• Responsible for overseeing and data entry of monthly inventory counts.
• Responsible for advising management of any significant billing or customer issues that arise.
• Responsible for reviewing Service Orders in CRM/PSA.
• Will assist with other invoicing tasks as needed.
• Develop working knowledge of our solutions, services, new and existing products being offered by the company.
• Responsible for answering telephones and routing to correct individual
• Responsible for creating new customer files and filing
• Responsible for entering payables into the accounting system and scheduling payments.
• Responsible for sending daily invoicing reports, weekly payables reports, and daily deposits reports to the management team.
• Responsible for accounts receivable deposits.
• Responsible for reconciling accounts including the company credit card accounts, third party billing, and retainers.

*The company reserves the right to add or change duties at any time.

Key Characteristics of the Ideal Candidate

We are looking for individuals that thrive on relationship building and being a part of a Team! Our key to success is forming and enhancing relationships with our teammates and customers as well as finding individuals who are Hungry, Humble & Smart. Some key characteristics that are our non-negotiables for candidates include:

• Self-Motivated - Not everything will have a pre-planned solution. The individual will

need to be self-motivated to figure things out and be resourceful. They will need to be

diligent in their efforts and think about the next steps and next opportunity. Are you

willing to go the extra mile to achieve something greater? Satisfaction, Knowledge, etc.?

• Team Oriented - Thrive on working closely with others to achieve positive results. Ability

to serve others as nobody is above any task and we are all here to serve, point out

contributions of others before your own, share in the successes of other team members.

• Interpersonal - Be able to develop and maintain relationships with others both internal

or external. Use good judgment in all situations and understand the impact of your words

and actions.

• Called - A strong sense of passion for our mission and serving others
• High Character - We operate with a high trust culture and with personal values and

integrity. Integrity, honesty, trust, compassion, and diligence are all qualities this person

must possess to flourish here.

• Multitasking - This is not a steady state or static environment. Workflow will cycle and

interruptions are normal, so this person must be able to juggle and adjust on the fly

Requirements

• Minimum of 1-2 years' experience performing similar job task outlined above

Skills

• Time Management
• Multitasking