Accounting Onboarding Specialist

Growing Tech Company Seeking Accounting OnBoard Specialist

• Familiarity with the general principles of accounting
• Attends and participates in the onboarding and transition of new client calls
• Trains new clients over Zoom to set up and use all aspects of their accounting in the system
• Reconciling bank statements
• Reconciling other non-bank asset accounts
• Entering transactions and journal entries
• Preparing Trial Balance and Trust reports
• Assisting clients with entering or correcting transactions as needed
• Responds to tickets and phone calls promptly, understand the client’s needs while driving engagement, and building rapport
• Builds and maintain relationships with customers by providing exceptional customer service
• Exhibits proven ability to multitask and work under pressure
• Troubleshoots client issues with Accounting set up
• Proactively works to identify at-risk accounting issues.
• Collaborates with team members to identify opportunities for process improvements in onboarding
• Leads accounting webinars to train clients and internal staff