Accounting Assistant

Accounting Assistant

WHR Global is seeking a flexible, detail-oriented, and positive Accounting Assistant to join our team. In this role, you will support a variety of accounting functions, including client invoicing, accounts payable, expense tracking, data entry, client reporting, and aiding other team members as needed.

Primary job responsibilities include client invoicing, accounts payable, expense tracking, data entry, reporting data to clients, and assisting other team members as needed. Attention to detail, strong organizational skills, a positive "can-do" attitude, and working knowledge of QuickBooks and MS Office are a must.

Essential Duties & Responsibilities:

• Answer all calls to direct line and overflow from teammate's direct lines as necessary to maintain WHR's culture of no voicemail during business hours.
• Responsible for reviewing documentation for completeness and accuracy, may need to write correspondence to clients, vendors, or internal staff to obtain additional information.
• Resolve service and client problems by clarifying the complaint; determining the cause of the problem; selecting and explaining all options and recommendations to solve the problem; expediting correction and ensuring resolution within applicable client guidelines.
• Maintain professional working relationships with all parties involved in the relocation accounting process including the client, vendors, and internal departments of WHR Global.
• Prioritize tasks on a daily basis according to our automated task management system (myWorkOne Needs) and adjust schedule accordingly to accommodate the tasks that require attention on that given day.
• Contribute to accounting team success by accomplishing tasks necessary to maintain satisfactory guideline achievement.
• Demonstrate the ability to be a team player and adapt to changes in the company. Take on additional responsibility as needed to maintain sales and service expectations.
• Accurately process and deposit all received funds by the close of business on Fridays.
• Accurately process all invoices and bills within client determined billing cycle.
• Accurately process and track all transferee expenses based upon the client determined reimbursement cycle.
• Accurately create wires in company banking system.
• Accurately track and obtain all negotiated referral fees from our business partners, ensuring that all fees have been collected within 60 days. Provide back-up support for co-workers and front-end staff as requested.
• Handle confidential information and maintain confidentiality of that information.

Position Requirements & Qualifications:

• Ability to work in a fast-paced environment with minimal supervision and regular attendance.
• Adaptability is key in this role as they will be expected to respond quickly to changing ideas, responsibilities, expectations, and processes. Must possess interpersonal, communication and problem-solving ability.
• Requires a hard-working, positive, and professional individual. Focusing on customer service is necessary. Must possess the ability to work efficiently and accurately in a high-stress fast-paced environment.
• Must be able to communicate clearly and effectively, verbally and in writing, with clients, vendors, and other third-party contacts, as well as with company managers and all other office team members.
• Individuals must present themselves positively and professionally and maintain a strong work ethic.
• Multi-task multiple projects with excellent organizational skills and ability to meet critical time deadlines.
• Strong organizational skills and the ability to handle multiple projects and meet critical time deadlines are crucial to this position.
• Proficient skills in problem solving, conflict resolution, analyzing information, quality focus, and Microsoft Office.
• Must be able to sit up to eight hours a day and occasionally lift up to 15 pounds.
• This position is not eligible for 100% remote capabilities and is required to have face-to-face interactions with colleagues and be on-site in Pewaukee.

Education & Experience:

• College degree or 2 years related experience.
• Accounting experience in a real estate / mortgage environment is preferred.

This position is hybrid and must be able to report to Pewaukee, WI US Office.

WHR Global offers a great benefits package along with our award-winning culture! Benefits include medical, dental, and vision insurance. SIMPLE IRA with employer match, employer HSA contribution, employer provided life insurance, additional voluntary life insurance for you or your family, pet insurance, short-term disability, EAP services, Milwaukee Zoo Passes, Referral Bonus, Simple Move discounts, and of course holidays, paid time off (PTO), and your birthday off!

WHR Global is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other non-merit factor protected by federal, state, or local laws.

All employment decisions are based on qualifications, merit, performance, and business needs. We are committed to fostering an inclusive workplace that values diversity and empowers all team members to advance lives forward.

Monday - Friday, 8:00AM to 5:00PM