Bookkeeper/CSR

Jeffrey Wilbur Plumbing, Heating & Air is looking for an experienced full time bookkeeper to ensure proper processing of accounts receivable, payroll, bank reconciliations as well as other assigned duties. A keen attention to detail, efficiency, organization and exceptional computer skills are required. Current software: Service Titan and Quick Books. This is not a remote position.

Responsibilities:

• Generate weekly payroll including processing technician and office staff work time, commissions, bonuses earned, vacation/personal time, and all other transactions affecting payroll.


• Maintain a log of vacation/personal leave and leave without pay requests for all staff members eligible for such leave according to company policy.


• Perform weekly reconciliation of bank account to ensure proper/efficient bank reconciliation at month’s end. Monthly bank reconciliation.


• Prepare and make online bank deposits as required.


• Weekly reconciliation of credit card payments.


• Daily reconciliation of service calls performed, monies collected, and commissions earned - including generating invoices for all service calls, preparing a statistical report of daily income generated vs. salary expenses for the owner, tracking customer deposits on work to be performed in the future, managing estimate follow-up process, tracking Accounts Receivable monies owed, etc.


• Maintain professional working relationships with vendors and customers.


• Work closely with and serve as backup to the CSR in answering phones according to script, scheduling service appointments, and ensuring an efficient flow of paperwork through the office.


• Contribute to a work environment that fosters pride in being part of a winning team and promotes personal growth.


• Maintain personal productivity standards that make possible attractive financial returns so that the company may continue to provide excellent service to customers and ensure job security and career growth to staff.


• Other duties as assigned.