POSITION TITLE: Accounts Payable/Receivable Assistant
DEPARTMENT: Administration

REPORTS TO: Chief Financial Officer
FUNCTION: The Accounts Payable/Receivable Assistant obtains revenue and pays invoices by verifying
and completing payable and receivable transactions. This position assists in the client billing process,
issues credit memos and collection letters, updates Practice, and assists with Administration for online
banking.
ESSENTIAL DUTIES & RESPONSIBILITIES (including, but not limited to):

and e-mailing/mailing invoices, issuing credit memos, identifying delinquent accounts and
insufficient payments, and updating the Practice system with this information.

• Collects revenue by preparing collection letters for delinquent accounts.
• Updates cash receipts in Practice, updates the associated spreadsheet and sends information to

LEADERSHIP & SUPERVISORY RESPONSIBILTIES: This position has leadership responsibility within the
organization through organizational and communication-based activities inherent in the job duties and
responsibilities. While there are no direct reports, this role may provide procedural direction and support
to employees on functional tasks and activities.
CORE COMPETENCIES:

• Organization
• Attention to Detail
• Problem Solving
• Professional Communication
• Math/Accounting Skills

Job Description, Accounts Payable/Receivable Assistant – updated 5/24

EDUCATIONAL BACKGROUND & EXPERIENCE REQUIRED:

• Must have a high school diploma; associate or bachelor’s degree in accounting preferred
• Must have some experience working in accounts receivable and/or payable. More than 3 years’

OTHER REQUIREMENTS:

• Must be detail oriented and have strong problem-solving skills.
• Must be able to communicate effectively and professionally, both orally and in writing.
• Demonstrates an excellent work ethic, high standards, integrity and understanding of the

follow.

Job Description, Accounts Payable/Receivable Assistant – updated 5/24