Accounts Assistant Job Description: Top Duties and Qualifications

An Accounts Assistant, or Accounting Assistant, provides administrative support to accountants and other financial staff members. Their duties include assisting with tasks like managing records and organizing reports, performing data entry and scheduling appointments.

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Accounts Assistant duties and responsibilities

Accounts Assistants perform organizational and accounting tasks to provide comprehensive administrative support to Accountants, Account Managers, Finance Directors and other accounting and finance staff. Their duties and responsibilities include: 

  • Communicating with clients to better understand financial needs and report that information to the Accountant
  • Managing basic office administrative tasks including filing, printing, reporting and emailing
  • Recording and processing all financial and accounting practices, including profit and loss reports
  • Working closely with accounting or financial professional to manage client’s records
  • Maintaining bookkeeping and office accounting needs
  • Collecting payments and updating accounts payable and receivable records
  • Scheduling client appointments and managing important department deadlines

Accounts Assistant Job Description Examples:

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Accounts Assistant

JOB Summary: The AMA position supports the active selling functions of the Account Executive (AE) team and is responsible to follow up on behalf of the Company to ensure that the sales of the advertising products and services are fulfilled to the customer as expected or, to get clarification of issues and help them get resolved. The AMA is a liaison between sales, traffic, production and business operations and is responsible for assisting the assigned team with the preparation and maintenance of core, ADS and digital sales.

Specific responsibilities assigned to this position include, but are not limited to:

  • Assists in preparation of outgoing presentations and proposals as requested for both digital and TV.

  • Works as liaison between sales, traffic and digital operations to keep operations moving in a timely manner.

  • Completes new client requests and credit approval forms.

  • Compiles proposal research using Scarborough, Media Monitors, AdMall, Showseeker, etc.

  • Process correspondence and proposals; maintain accurate files and records.

  • Prepare avail requests and submit to AE for modification or changes.

  • Compiles insertion orders as required for both Digital and TV in Strata and Frequence.

  • Review order confirmation and sends to AE for approval and next steps.

  • Activates sold digital campaigns in Frequence dashboard and adjusts as needed.

  • Gets customer ad approval for digital production. Gives customers dashboard access for digital and TV.

  • Manage order revision, make goods and exception process for assigned AEs. Process the appropriate make goods in AE Inbox.

  • Monitor and service existing accounts through telephone service calls and follow up. Watch for ending campaigns or copy and notify AE.

  • Work with the production and creative services teams to ensure client needs and requirements for production of the advertisement are met. Submit production POs via AdTools for the AEs.

  • Facilitates communication of retargeting/conversion pixels with Account Executives. Assist Account Executives with adding pixel files or provide instructions on how to get this done.

  • Participate in collaborative process with Account Team to deliver 1st in class customer service.

  • Fulfill all reporting requests from sales management.

  • Requires regular attendance to report to work per assigned work schedule.

  • Performs other duties as assigned.

    Preferred Qualifications:

  • High school diploma or equivalent.

  • One to two years general office/clerical experience.

  • Good working knowledge of advertising functions and terms.

  • Excellent written and oral communication skills.

  • Excellent typing and computer skills including Word, Excel and PowerPoint.

  • Must be able to multi-task.

  • Ability to perform all the duties and responsibilities as described.

    Job Type: Full-time

    Salary: $14.00 to $17.00 /hour

    Experience:

  • general office/clerical: 1 year (Preferred)

    Work Location:

  • One location

    Benefits:

  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Other

    Schedule:

  • Monday to Friday

  • Day shift

  • 8 hour Only full-time employees eligible
  • ×

    Accounts Assistant

    Customer Account Advisor

    Join a powerful company with empowered associates!

    Begin your success story here!

    Looking for a career that combines your brilliant people skills with your enthusiasm about customer service? Aaron’s is the nation’s premier sales and lease ownership retailer. As a Customer Account Advisor, you will leverage your passion for sales and customer service to support our customers desire to own their product. Your professionalism, organization skills, desire to sell and motivated attitude will drive your career growth.

    Join us today and help success stories unfold tomorrow – our customers’ and your own. Learn more at #LifeAtAarons

    What role will YOU play

  • Assisting customers to ownership of their product through coaching our customer on the benefits of making timely payments

  • Contact customers over the phone or in person regarding the status of their lease agreement

  • Perform merchandise returns when requested

    What we offer YOU

    o A dynamic career-path with internal promotional opportunities

    o A world class progressive development program

    o Sundays off!

    o Paid time off including vacation days, sick days and holidays

    o Incentive pay opportunities

    o Associate purchase discounts

    o Medical, dental & vision insurance

    o 401(K) with company match

    o Life insurance and disability benefits

    o Full time and part time positions available

    What do we need from YOU

  • 2 years of retail/customer service experience

  • Schedule flexibility between 8A – 9P, including Saturdays

  • At least 21 years old with a valid driver’s license and satisfactory MVR

  • Must meet DOT requirements to obtain certification in required states

  • Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly

    Aaron’s is an Equal Opportunity Employer.

    Job Type: Full-time

    Salary: $10.00 to $11.00 /hour

    Job Type: Full-time

    Salary: $10.00 to $11.00 /hour

    Experience:

  • customer service: 1 year (Preferred)

    Additional Compensation:

  • Commission

  • Bonuses

  • Store Discounts

    Benefits:

  • Health insurance

  • Dental insurance

  • Retirement plan

  • Paid time off

  • Flexible schedule

    This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous

  • People-oriented -- enjoys interacting with people and working on group projects

  • Detail-oriented -- would rather focus on the details of work than the bigger picture

  • -- enjoys taking on challenges, even if they might fail

    Work No

  • ×

    Accounts Assistant

    We are looking for an Accounting Assistant to perform daily accounting tasks that will support our financial team.

    Accounting Assistant responsibilities include managing expense reports and reimbursements, entering financial transactions into our internal databases and reconciling invoices.

    Ultimately, you will help our Accounting department run smoothly, ensuring transparency and efficiency in all transactions.

    Responsibilities

  • Reconcile invoices and identify discrepancies

  • Create and update expense reports

  • Process reimbursement forms

  • Prepare bank deposits

  • Enter financial transactions into internal databases

  • Check spreadsheets for accuracy

  • Maintain digital and physical financial records

  • Issue invoices to customers and external partners, as needed

  • Review and file payroll documents

  • Participate in quarterly and annual audits

    Requirements

  • Work experience as an Accounting Assistant or Accounting Clerk

  • Knowledge of basic bookkeeping procedures

  • Familiarity with finance regulations

  • Good math skills and the ability to spot numerical errors

  • Hands-on experience with MS Excel and accounting software [website] QuickBooks)

  • Organization skills

  • Ability to handle sensitive, confidential information

  • BSc/Ba in Accounting, Finance or relevant field

    Job Type: Full-time

    Salary: $16.00 to $18.00 /hour

    Experience:

  • Accounting: 1 year (Preferred)

    Education:

  • High school or equivalent (Preferred)

    Work authorization:

  • United States (Required)

    Benefits:

  • None

    Schedule:

  • Monday to Friday

  • 8 hour No
  • What does an Accounts Assistant do?

    Accounts Assistants can work in many settings, including corporate accounting and finance departments, accounting and finance institutions, government offices and nonprofits. Accounts Assistants promote the financial health of organizations and help accounting and finance professionals better manage their workload. Their specific duties depend on the accounting professional they assist, the industry in which they work and their organization’s needs. Usually, Accounts Assistants handle both financial responsibilities and administrative duties to keep their department functioning efficiently.

    Accounts Assistant skills and qualifications

    Accounts Assistants use their soft skills, hard skills and industry knowledge to maintain organization in their department, including:

    • Effective communication skills, including active listening, speaking and writing
    • Professional business communication skills, including emailing, financial reporting and other department documentation
    • Great customer service and interpersonal skills
    • Collaboration and teamwork skills
    • Project management abilities, including multitasking, prioritization and deadline management
    • Strong organizational and time management skills
    • Working knowledge of accounting and financial processes
    • Good math skills
    • Keen attention to detail
    • Comfortable with computers, accounting software, spreadsheet software and other financial computer application

    Accounts Assistant salary expectations

    An Accounts Assistant earns an average of $41,989 per year. Salary may depend on level of education, experience and geographical location.

    Accounts Assistant education and training requirements

    Accounts Assistant candidates are likely to have at least an associate degree or certificate in business administration, business operations, accounting or another relevant field. Some candidates may have a bachelor’s degree in those disciplines as well. Candidates with other educational or training backgrounds may have completed courses or a certificate in finance or accounting. 

    During these educational opportunities, Accounts Assistants often complete internship or fieldwork training. These and other candidates may benefit from on-the-job training to learn the department’s or organization’s specific processes.

    Accounts Assistant experience requirements

    Entry-level Accounts Assistants may have gained experience through internships during their studies, while others may have previous administrative support or customer service experience that allowed them to develop transferable soft skills. Small accounting firms or financial teams may choose to hire entry-level candidates and have them train under a more senior Accounts Assistant or another team member. Larger organizations may require candidates with previous accounting and finance support experience to more easily transition into their responsibilities. 

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    Frequently asked questions about Accounts Assistants

     

    What's the difference between a Finance Assistant and an Accounts Assistant?

    Finance Assistants and Accounts Assistants share many of the same job responsibilities, such as supporting others in their department, performing some data entry and basic accounting and handling administrative responsibilities. The difference in their roles has to do with the departments in which they work. Generally, the finance department focuses on the financial future of the company while accounting departments manage the day-to-day tracking of expenditures and profits. 

     

    What should you look for on an Accounts Assistant resume?

    Account Assistants must have a range of skills to perform their job duties. When reviewing a potential Accounts Assistant’s resume, look for qualities like: 

    • Communication: Since Accounts Assistants work with a number of people within the organization, sharing information clearly and accurately is vital. 
    • Customer service: Some Accounts Assistants communicate with external stakeholders like clients. Customer service skills are a must.
    • Collaboration: Accounts Assistants work with others on the accounting team. They must excel at working with others. 
    • Multi-tasking: Often, Accounts Assistants have multiple, unrelated responsibilities to meet simultaneously. Multi-tasking skills help manage their workflow. 
    • Time management: Accounts Assistants must expertly keep track of their time to ensure they’re getting all their work done during the day. 
    • Accounting processes: Since many Accounts Assistants help with accounting responsibilities, math skills and an understanding of accounting practices are vital. 
    • Attention to detail: Accounts Assistants must closely review their work for accuracy. 
    • Computer literacy: Some Accounts Assistants might use programs like Microsoft Excel or QuickBooks. Understanding how to use computers and accounting software is a useful skill. 

     

    What makes a good Accounts Assistant?

    Accounts Assistants perform a variety of job duties as they help ensure their department runs smoothly. Good Accounts Assistants are flexible and ready to take on assignments last minute as needed to assist their team. Excellent Accounts Assistants are happy to perform any task, accounting-based or administrative, that helps their coworkers and department reach their goals. 

     

    What are the daily duties of an Accounts Assistant?

    The daily responsibilities of an Accounts Assistant will vary from day to day, depending on the needs of the department. Accounts Assistants can expect to speak with clients to answer questions about invoices, perform data entry for the accounting team, answer phone calls and emails regarding scheduling and appointments and handle any administrative tasks as assigned. 

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