Provides day-to-day bookkeeping support, reporting to the Manager of Financial Planning.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Essential duties and responsibilities include the following. Other duties may be assigned.
•Responsible for bookkeeping and invoice processing of multiple entities, including research when needed, verifying invoices for accuracy and obtaining appropriate approvals, printing and mailing of checks.
•Prepare summaries, analysis of charges, and special reporting as requested.
•Track and reconcile medical and insurance billings.
•Prepare and ensure accurate processing of expense reports.
•Provide administrative support services. Such duties include, but are not limited to, the following:
oDraft and prepare letters, memos, reports, and
oPrint, scan and/or send documents and various e-
oOpen, sort, and distribute mail and packages
oKeep filing of documents current.
•Protect personal and company confidentiality issues.
•Perform other tasks and special projects, as assigned. A fit with Quinn Company’s performance driven culture and values of Integrity, Teamwork, Respect, Quality, Relationships and Service.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's or Associates degree in Business, Accounting, or Finance and a minimum of 5 years of providing Administrative and bookkeeping support to Owners/CEO in a family or private business or comparable combination of education and experience.
Ability to communicate in writing clearly and effectively; Read with the necessary comprehension for the applicable documentation. Ability to write routine reports and correspondence. Ability to speak effectively with employees of organization.
Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things; Works well in group problem solving situations; Uses reason even when dealing with emotional topics; Responds promptly requests; Solicits feedback to improve service; Meets commitments.
ETHICS – Must be able to maintain strict confidentiality and be able to respond to work requirements with a highly developed sense of urgency. Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values; Supports affirmative action and respects diversity.
PROFESSIONALISM - Professional demeanor with an ability to effectively manage multiple tasks, meet deadlines and adjust to changing priorities with continued attention to detail and accuracy.
Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events.
Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
To perform this job successfully, an individual should have knowledge of MS Office, Quicken and QuickBooks
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to walk and talk or hear. The employee frequently is required to stand. The employee is occasionally required to sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and taste or smell.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up 25-50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.
This description describes only the general nature and level of work encompassed by this job. This description is not a comprehensive listing of all responsibilities, duties, and skills of employees at this level.