Customer License and Accounting Clerk
San Luis Obispo, CA
Full Time
Mid Level
| Job Title: Customer License and Accounting Clerk | Department: Accounting |
| Company: Milc Group | Full/Part-Time: Full-time |
| Location: San Luis Obispo, CA | FLSA Status: Non-exempt (hourly) |
| Shift: Day, M-F, 8AM-5PM | Rate of Pay: $25.00- $35.00 |
SUMMARY
Focused on maintaining customer information, product licensing and accounting records. This position will be
responsible for assisting with clerical accounting including accounts receivable and record system compliance. Preparing and providing a collection of licensing and accounting reports. Carry out daily customer and employee requests, tracking customer credits and product licensing. Accept customer payments and assist the accounting team with the daily credit processing procedures.
ESSENTIAL FUNCTIONS
Essential and other important responsibilities and duties may include, but are not limited to, the following:
- Assist the accounting department with customer payments and invoicing.
- Assist the accounting and purchasing department with vendor purchase orders, billing, payments, and invoicing.
- Contact customers for information on licensing and installation information.
- Communicate with customers on outstanding invoices to close monthly AR.
- Reconcile customer payments to their open account balance.
- Ability to operate our companies Zoho ERP system.
- Assist customers and employees by providing information and answering questions over the telephone, e-mail and in person related to customer accounts.
- Validate and maintain compliance of customer information and product licensing.
- Responsible for the running of all Accounts Receivable daily, weekly, and monthly reports
- Process checks request refunds.
- Add/Change/Verify Vendor bank information for AP.
- Perform related duties as assigned.
- Assist with intercompany account duties
- Operate a PC based computer with the Microsoft 365 suite of products that include Outlook, SharePoint, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
ADDITIONAL RESPONSIBILITIES
Back up receptionist on phones.
- Perform various routine clerical duties such as sorting, typing, and filing.
- Credit Analyst
- Process Credit Applications
- Reply to Trade References
- Review Reports
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of:
- Modern office practices and procedures.
- Principles and practices of customer service.
- Knowledge of spreadsheet applications
- Principals of Accounts Receivable
Ability to:
- Multi-task in a fast-paced environment
- Meet deadlines
- Establish and maintain effective working relationships with those contacted in the course of work.
- Understand and carry out oral and written instructions
REQUIREMENTS:
Bachelor’s degree in accounting or four years related experience or equivalent combination of education and experience.
SPECIAL DEMANDS
PHYSICAL & MENTAL REQUIREMENTS:
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift 15 pounds at a time.
- Indoor office environment
Note: Job descriptions are not intended to reflect all duties performed within the job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Our company is an equal opportunity employer committed to non-discriminatory employment practices abiding by the regulations as outlined by the EEOC. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Apply for this position
Required*