Roles and Responsibilities
& Financial Administration
Accounts Payable (AP)
--Manage vendor bills and payment scheduling based on due dates
--Run the AP aging report weekly on Mondays
--Schedule and process payments in alignment with cash availability
Accounts Receivable (AR)
--Track customer invoices deposits and outstanding balances
--Support collection efforts as needed
--Ensure invoices are properly entered and reflected in accounting systems
QuickBooks
--Enter invoices into QuickBooks
--Perform monthly QuickBooks reconciliations
--Maintain accurate financial records for reporting and review
--Maintain general knowledge of QBO set up and maintenance
B. Payroll & Tax Administration
--Payroll: Process weekly payroll Create contractor pay report Wednesday EOB Maintain accurate employee and contractor records
Taxes & Compliance
--Process and track: Monthly sales tax filings Quarterly and annual corporate filings
--Support workers compensation audits: Identify W-2 vs 1099 workers Complete and submit required forms from the insurance provider (Accident Fund)
--Manage processing of customer collections
C. Job Administration & Scheduling Support
--Assist with job scheduling and updates within Jobber
--Scan all physical job documents into the system for recordkeeping
--Maintain organized physical and digital job folders
D. Customer Service & Front Office Support
--Handle inbound customer calls and inquiries
--Customer greeting at the store and general knowledge of products and services.
--Support general front-office operations to ensure a professional customer experience
--Provide customer updates or route questions to the appropriate owner or team member
E. Office & Facility Support
--Ensure the office environment remains organized and presentable
--Pull drops and maintain SKUs in showroom
--Order and maintain inventory of office supplies