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Staff Accountant, Accounts Receivable

Apollon Wealth Management
Pleasant, SC Full Time
POSTED ON 1/10/2025
AVAILABLE BEFORE 2/5/2025
Reports to: Revenue & Compensation Manager
Status: Exempt

Key Responsibilities:
Accounts Receivable Processing
•    Provide daily commission cash receipts to the data entry team.
•    Hold the data entry team accountable for 48-hour processing of cash receipts including entry of related sales order and statement support.
•    Assist the data entry team with tracking down missing commission statements.
•    Review coding and support for sales orders entered by the data entry team for all commission-related cash receipts.
•    Communicate effectively with internal departments regarding commission-related inquiries.
•    Collaborate with internal departments on accounts receivable and collections process improvement for all revenue streams.
•    Maintain reference guide for locating statements with various carriers.
Advisor Revenue Support
•    Reconcile allocation of ancillary revenue payouts to CRM software.
•    Consolidate billing revenue by advisor provided by billing department into a report to be loaded into accounting software monthly for payroll.
Advisor Payout Support
•    Prepare payroll journal entry for advisor specific payroll companies.
•    Assist payroll specialist with preparation of payout statements for all advisors, including an excel detail and pdf summary report.
•    Maintain and facilitate timely responses to Advisor pay inquiries.

Minimum Education:
•    Bachelor’s Degree in Finance and Accounting preferred

Skills and Experience:
•    1-3 years of experience in a similar role or industry
•    Knowledgeable of basic accounting principles, chart of accounts, and financial statements
•    Proficient in excel 
•    Proficient in accounting software
•    Sage Intacct and Bill.com experience a plus, but not required

Firm Requirements:
•    Must maintain client confidentiality
•    Ability to ensure compliance of firm’s policies and procedures
•    Attention to detail with strong oral and written communication skills
•    Ability to prioritize and multitask 
•    Strong interpersonal skills
•    Strong organizational and documentation skills
•    Creative, flexible, and persistent in completing tasks
•    Strong initiative; ability to work independently
•    Very experienced in MS Office Suite (Windows, Word, Excel, Email)

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