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Accounting Communications Specialist

4 months ago

Canada Dynamite Jobs Full time

At OnTrack Financial , we're committed to empowering business owners to understand their financials and grow their businesses . We provide restoration companies with expert advice and financial services that make managing even complex financial topics simple . We offer CFO and accounting services to restoration contractors . This is a great opportunity to secure a position with a dynamic and growing company.

See what clients are saying : ontrack-financial.com

ROLE OVERVIEW

As an Accountant Communication Specialist , you'll be the primary email touchpoint for our clients. Addressing their in-depth queries, offering tailored solutions, and liaising consistently with our in-house accounting team are crucial elements of this role.

RESPONSIBILITIES:

Manage Client Email Communications

  • Prioritize Client Emails: Organize and respond to emails based on urgency and importance, ensuring that high-priority items are addressed quickly.

  • Clarity and Tone: Maintain a professional and friendly tone in all communications. Ensure that responses are clear and free from jargon, tailoring explanations to the client's understanding level.

  • Track Email Trends: Keep an eye on common queries or concerns to anticipate future needs or develop FAQs.

  • Feedback Loop: Regularly ask for feedback on email communication quality and adjust strategies accordingly.

Fulfilling Client Requests

  • Complete Accounting Task: Finish accounting tasks within 24 hours of email request or provide clients with an accurate timeline if needed.

  • Task Analysis: Break down client requests into actionable tasks , ensuring full understanding of the requirement.

  • Documentation: Keep detailed records of all tasks, ensuring transparency and traceability.

  • Follow-Up: Check in with the client after fulfilling a request to ensure satisfaction and address any concerns.

Document Client Interactions and Feedback

  • Maintain Records: Systematically record all client emails, noting date , query nature, and solution provided.

  • Feedback Compilation: Group and categorize feedback from clients to understand common themes and improvement areas.

  • Review and Analysis: Regularly analyze documented interactions to spot patterns or recurring issues .

  • Reporting: Create weekly reports highlighting client interaction trends and feedback. Share insights with relevant departments.

  • Security and Confidentiality: Safeguard all client interactions , respecting confidentiality. Regularly back up data to avoid loss .

  • Tools and Software Usage: Utilize Karbon and QuickBooks Online for efficient management and task completion.

QUALIFICATIONS

  • 1+ years of experience in accounting and bookkeeping

  • 1+ years with QuickBooks Online

  • Strong communication skills

  • High accuracy and attention to detail

BENEFITS

  • Paid holidays

  • Opportunities for professional growth

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