Quickbooks AP/AR Specialist and Administrative Assistant
4 days ago
Dallas
Job Description Direct Hire Opportunity for a detail-oriented Bookkeeper / Administrative Assistant to support the company owners in a busy and growing construction materials business. This role is responsible for accurate customer invoicing, administrative support to ownership and sales, and clear communication with customers, vendors and internal team members. Experience with QuickBooks Enterprise (desktop) and strong organizational skills are essential. Knowledge of the aggregates or construction materials industry is a plus. This role will be helping the company's two owners run the business daily. About half of your week will go into working with vendors, sending and explaining invoices, and matching incoming payments with invoices and purchase orders. The other half of your week will be helping in operational support. Responding to incoming calls and emails, providing support to the sales and operations teams with reporting, problem solving, and offering your opinion on issues, when asked. Bookkeeping & Invoicing · Create, review, and send customer invoices accurately and on time. · Match delivery tickets, scale tickets, and supporting documentation to invoices. · Verify pricing, quantities, and job details before invoicing. · Enter, update, and maintain financial data in QuickBooks Enterprise (desktop version). · Research and resolve invoicing discrepancies and billing issues. · Communicate with customers regarding billing questions, credits, and account status. Administrative Support to Owners · Provide day-to-day administrative support to the Managing Member and company owners. · Manage email correspondence on behalf of owners related to billing, customers, and vendors. · Prepare and organize documents, reports, and spreadsheets as requested. · Maintain organized electronic and paper filing systems. · Assist with scheduling, follow-ups, and other administrative tasks to help owners stay on track. · Administrative and personal assistant responsibilities as assigned Sales & Customer Support · Provide administrative support to sales and sales drivers (e.g., entering orders, updating customer/job information, pulling tickets and history). · Use the Customer Relationship Management (CRM) system to access information needed for invoicing and customer support. · Assist with quotes, simple sales orders, and follow-up emails or calls as directed. · Sending credit reference requests on behalf of customers; presenting references to owners. · Maintaining vendor files; trucker files; and communication with vendors and truckers. · Maintain professional, clear communication with customers by phone and email. Required · 2+ years of bookkeeping, accounting, or invoicing experience. · Hands-on experience with QuickBooks Enterprise (desktop). · Strong attention to detail and accuracy with numerical data. · Proficient with Microsoft Office (Excel, Word, Outlook) and general computer skills. · Professional written and verbal communication skills (email and phone). · Proven ability to organize, prioritize, and follow tasks through to completion. Preferred · Experience in the aggregates, rock, concrete, construction materials, or trucking/haulingindustry. · Experience working with delivery tickets, scale tickets, and job-based billing. · Experience using a CRM system (any platform). Company DescriptionRead our Google Reviews! We treat people right because Dynamic GlobalTM was created in 2007 with the sole purpose of becoming the leading provider of permanent staffing and recruiting solutions for clients and candidates in the Healthcare and Healthcare Technology industries. Specific to the healthcare and healthcare technology fields, our service offerings include Revenue Cycle Management, Sales & Marketing, Clinical and I.T. Services. Dynamic GlobalTM is an equal opportunity employer. It is our policy to abide by all federal, state and local laws including but not limited to those prohibiting discrimination based solely on a persons race, color, religious creed, sex, national origin, pregnancy, physical or mental disability, age, military status or status as disabled veteran, genetic information or any other protected status except where a reasonable, bonafide occupational qualification exists. Applying for this position means you accept our terms and conditions.Read our Google Reviews! We treat people right because Dynamic GlobalTM was created in 2007 with the sole purpose of becoming the leading provider of permanent staffing and recruiting solutions for clients and candidates in the Healthcare and Healthcare Technology industries. Specific to the healthcare and healthcare technology fields, our service offerings include Revenue Cycle Management, Sales & Marketing, Clinical and I.T. Services. \r\n\r\nDynamic GlobalTM is an equal opportunity employer. It is our policy to abide by all federal, state and local laws including but not limited to those prohibiting discrimination based solely on a persons race, color, religious creed, sex, national origin, pregnancy, physical or mental disability, age, military status or status as disabled veteran, genetic information or any other protected status except where a reasonable, bonafide occupational qualification exists.\r\nApplying for this position means you accept our terms and conditions.