Accounting Communications Specialist

At OnTrack Financial 🚀, we're committed to empowering business owners to understand their financials and grow their businesses 💹. We provide restoration companies with expert advice 🧠 and financial services that make managing even complex financial topics simple 📊. We offer CFO and accounting services to restoration contractors 🔨. This is a great opportunity ✨ to secure a position with a dynamic and growing company.

See what clients are saying 🎙: ontrack-financial.com

ROLE OVERVIEW 📜

As an Accountant Communication Specialist 🗣, you'll be the primary email 📧 touchpoint for our clients. Addressing their in-depth queries, offering tailored solutions, and liaising consistently with our in-house accounting team are crucial elements of this role.

RESPONSIBILITIES:📌

Manage Client Email Communications  💌

• Prioritize Client Emails: Organize and respond to emails based on urgency ⏳ and importance, ensuring that high-priority items are addressed quickly.

• Clarity and Tone: Maintain a professional and friendly 🤝 tone in all communications. Ensure that responses are clear and free from jargon, tailoring explanations to the client's understanding level.

• Track Email Trends: Keep an eye 👀 on common queries or concerns to anticipate future needs or develop FAQs.

• Feedback Loop: Regularly ask for feedback 👂 on email communication quality and adjust strategies accordingly.

Fulfilling Client Requests 📋

• Complete Accounting Task: Finish accounting tasks within 24 hours of email request ⏰ or provide clients with an accurate timeline if needed.

• Task Analysis: Break down client requests into actionable tasks ✅, ensuring full understanding of the requirement.

• Documentation: Keep detailed records 📁 of all tasks, ensuring transparency and traceability.

• Follow-Up: Check in with the client after fulfilling a request to ensure satisfaction 😊 and address any concerns.

Document Client Interactions and Feedback 📚

• Maintain Records: Systematically record all client emails, noting date 📆, query nature, and solution provided.

• Feedback Compilation: Group and categorize feedback 📝 from clients to understand common themes and improvement areas.

• Review and Analysis: Regularly analyze documented interactions to spot patterns or recurring issues 🧐.

• Reporting: Create weekly reports 📊 highlighting client interaction trends and feedback. Share insights with relevant departments.

• Security and Confidentiality: Safeguard all client interactions 🔒, respecting confidentiality. Regularly back up data to avoid loss 💽.

• Tools and Software Usage: Utilize Karbon and QuickBooks Online 🖥 for efficient management and task completion.

QUALIFICATIONS 🎓

• 1+ years of experience in accounting and bookkeeping 🧮

• 1+ years with QuickBooks Online 💻

• Strong communication skills 📢

• High accuracy and attention to detail 🔍

BENEFITS 🎁

•  Paid holidays 🌴

• Opportunities for professional growth 📈