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Administrative Clerk
Administrative ClerkSMG Accountants, Bookkeepers and Advisors • Islandia, NY, USA
Administrative Clerk

Administrative Clerk

SMG Accountants, Bookkeepers and Advisors • Islandia, NY, USA
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Why Choose to Work with Us

At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique

team spirit that sets us apart from our competitors. Guided by a set of core values, we have

established ourselves as a six-time Inc. 5000 company, demonstrating our unwavering

commitment to success and continuous growth. With headquarters in Islandia, New York, and

additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant

work environment.

As part of the SMG ABA team, you will be surrounded by individuals who value hard work,

encourage personal and professional growth, and celebrate achievements together. We

recognize the importance of each team member's contributions and provide a supportive

atmosphere where your efforts are acknowledged and rewarded when we reach our goals.

What you will do as an Administration Clerk

Billing Responsibilities :

  • Ensure time is posted
  • Post automatic invoices and match QBO billings from Axcess
  • True-up time and billing
  • Progress bill initial retainers in Axcess
  • Handle bookkeeping billing
  • Review unbilled WIP
  • Reconcile software bill backs
  • Oversee renewals and update budget revenue
  • PTET estimates and postage
  • 1099s

Accounts Receivable (AR) :

  • Run AR reports
  • Monitor client accounts for ACH and send payment reminders.
  • Provide client lists for collection calls

    • Payments & Onboarding :

  • Oversee payments
  • Review billings / jobs for onboarding clients

    • Workflow :

  • Run lists and check project setups
  • Create / change templates, roles, and notifications

    • Qualifications and attributes you will need

  • Excellent organizational and time management skills.
  • Strong verbal and written communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint),
  • Quick Books Online and accounting software.
  • Attention to detail and accuracy in data entry and record-keeping.
  • Strong problem-solving skills and ability to handle multiple tasks simultaneously.
  • Ability to maintain confidentiality of sensitive information.
  • High school diploma or equivalent required; associate or bachelor's degree in business

    • administration, accounting, or related field preferred.

  • Previous experience in an administrative role, preferably within an accounting or

    • financial services firm.

  • Familiarity with bookkeeping and accounting principles is a plus

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    Administrative Clerk • Islandia, NY, USA

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