Job Description
Description Banking and accounting services:
• Receive new agents’ paperwork and ensure all documents are complete and accurate
• Enter agents into the back-office finance system, setting up split fees and A/R Credit Card
details
• Manage agent invoices, including monthly production and distribution
• Process credit card charges for agent invoices and manage collections for declined
payments
• Manage and pay all company bills, ensuring proper cost and depot location allocations
• Monitor company cash flow and budget across all branches
• Prepare and generate end-of-month financial reports, including daily MTD and projected
reports
• Assist in monthly financial closings and transmittals
• Provide ad hoc financial reports asrequested by executive staff
Operations and Administration:
• Manage inbound and outbound referrals checks efficiently
• Assist the Vice President, Finance and Administration, and other leaders with
administrative tasks<...
• Receive new agents’ paperwork and ensure all documents are complete and accurate
• Enter agents into the back-office finance system, setting up split fees and A/R Credit Card
details
• Manage agent invoices, including monthly production and distribution
• Process credit card charges for agent invoices and manage collections for declined
payments
• Manage and pay all company bills, ensuring proper cost and depot location allocations
• Monitor company cash flow and budget across all branches
• Prepare and generate end-of-month financial reports, including daily MTD and projected
reports
• Assist in monthly financial closings and transmittals
• Provide ad hoc financial reports asrequested by executive staff
Operations and Administration:
• Manage inbound and outbound referrals checks efficiently
• Assist the Vice President, Finance and Administration, and other leaders with
administrative tasks<...