Accounting Specialist

Job Summary:

The Accounting Specialist for Consolidated Admin Services represents Consolidated Admin Services in communications and interactions with clients and participants, in-person, over the phone, and in writing. The Accounting Specialist supports and assists the Accounting team with various accounting activities, administrative functions, and special projects. The Accounting Specialist is an important part of the Accounting team and is an integral part of Consolidated Admin Services providing superior service to our clients and participants.

Duties/Responsibilities:

To perform this job successfully, the individual must be able to perform each essential function of the job satisfactorily. This includes but is not limited to the following:

· Represents CAS in a friendly and professional manner in-person, over the phone, and in writing

· Intermediary for Accounting and Customer Service for accounting related customer service

· Prepares and reconciles funding, logs or documentation

· Assists with processing and recording transactions, as well as preparing reports

· First level of contact for Accounting Customer Service

o Assists with common participant requests, including ordering replacement cards, assisting with logins and account balances, and responding to claims related questions

o Transfers and organizes electronic files into applicable folders

o Processes enrollments and terminations

o Processes Change of Status Request

· Responsible for CAS Reporting Accounting related emails, addresses as appropriate

· Balances, imports, and processes Payroll Contribution Reports per customer setup requirements

· Processes Overdue Contribution Report

· Processes Runout Data from previous Administrator

· Saves account funding documentation and tracks and updates funding registers for electronic documents and assists with scanning and logging all paper documents

· Assisting with research, file maintenance, data entry, and recording and maintaining accurate and complete records

· Assists with audits, fact checks, and identifying discrepancies

· Understands how legal and regulatory changes impact services provided

· Assists other teammates and teams as needed

· Other duties as assigned, including special projects

Minimum Requirements:

· High School Diploma or equivalent, Bachelor’s degree preferred

· Two years of Accounting related experience required; Customer Service experience preferred

· Proficient experience with spreadsheets and/or bookkeeping software, data entry, word processing, e-mail management, and file management

· Excellent communication skills

· Excellent attention to detail skills

· Presents a professional image

· Ability to build rapport and collaborate with others

Knowledge, Skills and Abilities:

To perform this job successfully, the individual must demonstrate the knowledge, skills and abilities required to perform the job. This includes but is not limited to the following:

· Proficient experience with spreadsheets and/or bookkeeping software, data entry, word processing,

e-mail management, and file management

· Excellent interpersonal skills, ability to relate to a wide range of people, collaborates well with others

· Excellent communication skills to include:

o actively listens

o adapts communication style to audience

o friendly

o confident

o gives and receives feedback

o volume and clarity

o empathetic

o respectful

o understands nonverbal cues

o responsive

· Displays initiative, a desire to learn and develop, a willingness to help others

· Generates ideas, solves problems as they arise

· Excellent attention to detail skills to include:

o organizational skills

o time management skills

o analytical skills

o observational skills

· High level of efficiency, accuracy, and responsibility

· Handles and protects confidential and sensitive information with utmost importance

· Excellent understanding of customer care and services

· Prioritizes and manages different tasks at once

· Works effectively to deadlines

· Thrives in pressured or stressful situations

· Committed and flexible attitude, adaptable

· Mathematical and deductive reasoning

· Critical thinking

· Sense of rigor, able to deal with something in a comprehensive, thorough, and complete way, leaving no room for inconsistencies

· Presents a professional image

· Must be flexible with work schedule to support cyclical work demand

Consolidated Admin Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Pay: $16.00 - $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Microsoft Excel: 1 year (Preferred)

Work Location: In person

Salary : $16 - $18