This entry-level office position provides administrative support across accounting, collections, and general business functions, with a primary focus on billing and accounts receivable. The role works closely with the Accounting Manager and project teams to ensure accurate documentation, timely communication with customers, and efficient processing of financial transactions. The ideal candidate is detail-oriented, organized, and eager to learn. This position may also serve as backup for front desk/reception duties as needed.

Essential Functions

• Prepare, submit, and track waiver requests; resolve any issues preventing timely issuance
• Email or mail monthly statements and invoice copies to customers upon request
• Scan and send pay applications to general contractors, and file paid applications appropriately
• Support collection efforts by coordinating with project managers and project accountants to follow up on past-due invoices
• Apply customer payments and assist with maintaining cash receipts spreadsheets and cash sales records
• Process customer credit card payments and perform monthly credit card reconciliations
• Support daily administrative tasks including documentation, data entry, and internal communications
• Provide receptionist support as needed, including answering phones and greeting visitors
• Perform other related duties and special projects as assigned

Minimum Qualifications

• High school diploma or equivalent; some college coursework in business or accounting preferred

Knowledge, Skills, and Abilities

• Basic understanding of accounting and collections processes
• Proficiency in Microsoft Excel and Word required
• Strong written and verbal communication skills
• High attention to detail, accuracy, and ability to meet deadlines
• Customer service mindset with professionalism in all interactions
• Self-motivated and well-organized with the ability to prioritize and multitask effectively

Physical Demands
The physical demands described here are representative of those required to successfully perform the essential functions of this position. While performing the duties of this role, the employee will regularly communicate verbally and in writing, and must be able to see and hear in a typical office setting. The role frequently involves sitting, walking, standing, using hands to handle or feel, and reaching with arms and hands.

Work Environment
This position operates primarily in a professional office environment. It routinely involves the use of standard office equipment such as computers, phones, printers, copiers, and filing systems. Occasional business travel may be required.

Qualification Requirements
To perform this job successfully, an individual must be able to carry out each essential duty satisfactorily. The requirements listed represent the knowledge, skills, and abilities necessary for success in the role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer
The Cook & Boardman Group is an Equal Opportunity Employer and a VEVRAA Federal Contractor. We are committed to providing equal employment opportunities to all qualified individuals, including minorities, females, protected veterans, and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.