You’d be a good fit if…You have a warm and welcoming personality along with accounting experience in not-for-profits and small business. You are comfortable with QuickBooks, staying on top of accounts payable, accounts receivable and client approvals. You enjoy working with volunteers and staff in teams, especially when you are relied upon to execute tasks with a high attention to detail. Very few things “ruffle your feathers.” Ultimately, you are satisfied knowing your work provides a positive experience to our clients’ members as well as setting an example of the high level of work expected of the Synergos AMC team.
The successful candidate will be someone who excels in customer service, uses good judgment, takes initiative, attends to detail, works independently to meet established timelines, has a positive attitude and is a valuable contributor to the entire service delivery team. This position is primarily responsible for supporting client associations and is responsible for processing, recording, and reporting the financial transactions of our association and not-for-profit clients. In addition to these technical skills, this person will be responsible for responding to assigned client-member inquiries in a timely and effective manner, providing event and meeting support, conducting administrative duties essential for effective client operations and other duties as assigned. Attendance and reliability are essential in this position.
This entry-level position is full-time, exempt, and eligible for benefits (PTO, dental insurance, health insurance, 401k).
This position’s work schedule is Monday – Friday, 9 AM – 5 PM. Attendance required when client events fall outside of the work week and typical daily office hours and on an as needed basis for client workloads. The position requires local travel (monthly) and possibly national travel (1-2 trips per year). Access to a reliable, licensed vehicle is necessary to staff local events.
This position reports to the CEO and the Finance Manager and works out of the Indianapolis office.
Typical Job Duties
Enter all transactions into client and company QuickBooks accounts including:
AP and AR.
Ensure proper coding on all expenses and revenues
Process credit card transactions and research credit card charge backs
Process employee reimbursements, ensure correct and timely client reimbursables
Prepare annual 1099 and W-9 IRS forms.
Assist in the preparation of client financial reports.
Answer client association and corporate phone lines between 9 AM– 5:00 PM (Eastern), Monday-Friday.
Field member inquiries received via phone or email; aid or forward as appropriate within one business day
Maintain accurate FAQ’s for member inquiries for assigned clients, reviewed and updated annually and as needed
Update and maintain accurate membership records in client databases and perform regular database cleanup processes to ensure data integrity
Administrative & Event Support (15%)
Event registration tracking and reporting
Assist with preparation and follow up for events, such as generating name badges, stuffing packets, distributing certificates
Provide onsite event and registration support; some travel required and may include evening and weekend events
Maintain current documentation of relevant processes in assigned client’s organizational manual
Fulfill orders for mailings, shipping and courier service
Complete administrative duties/projects as assigned by the CEO or COO.
Perform other duties as assigned
Insured, personal transportation for reimbursed business use required
Willingness to work evenings and weekends to ensure client deliverables are met
Some lifting of boxes 40 pounds or less
Bending, sitting, standing is a daily part of this position
Frequent phone and computer use – we are a PC office
Open office environment
Minimum of a two-year degree in accounting, vocational school training in bookkeeping, or two years in a bookkeeping or clerical accounting position at a governmental agency or nonprofit.
Demonstrated understanding of basic accounting principles and methods
Math knowledge and skills, including the ability to carry out basic functions commonly required in accounting
Able to use, or quickly learn to use, technology in carrying out assignments. This includes Microsoft Office products, accounting applications, e-mail, internet, etc.
Excellent customer service, project management and interpersonal skills
Detail oriented, accurate and thorough
Good judgment, discretion, and integrity
Good oral and written communications skills including the ability to follow instructions
Excellent customer service skills when answering the phone, replying to emails and greeting clients
Equally effective working independently and as a member of a team
Ability to multi-task and prioritize projects with tight deadlines
Working knowledge of databases; hands-on experience preferred
Motivated and curious lifelong learner
Preferred - Experience as a volunteer and/or working with volunteers
Additional Salary Information: Wage and Benefits
•Annual salary in the low to mid $30s
•Benefits include medical and dental insurance (full time employees are eligible for $300/month toward company sponsored health and dental plan premiums), vision insurance, life insurance, AFLAC, up to 5% match of 401k contribution after one year of employment
•Memberships in ASAE, Indiana Society of Association Executives
•Professional and staff development opportunities
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