Job Description
Job Summary Do you enjoy fast paced environments and time sensitive projects? If you are an analytical thinker who enjoys working with a small team, self-motivated, and drives items to closure, then this role may be a great fit for you. The Accounts Payable Specialist will work in a very hands-on position with a great deal of self-reliance required.
Key Activities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Key Performance Activities
Bill Pay
Perform Bill Pay Process for Clients
Enter bills into bill.com
Generate Unpaid Bills Report in QuickBooks Online
Communicate with Client
Print Checks
Send Checks and Invoices
Settlement Support Process
Download statement
Complete proper accounting for all final payments including Advanced Client Costs
Set-up checks to be printed remotely
Complete all tasks to complete the accounting process for the case
General Accounting
General accounting processes to support Accountant
Update completed tasks in Zoho Client Project module
Experience and Qualifications
Accounts Payable: 1 year (Preferred)
Proficient in Microsoft Office Suite, QuickBooks, and embraces new technologies; QuickBooks Online experience a plus
Process-minded
Collaborative and great team player
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Solid analytical and problem-solving skills.
Ability to prioritize tasks.
Proficient with or able to learn the administrative and financial systems and applications used in the organization.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 10 pounds at times.
This role will begin as fully on-site at our Alpharetta, GA office for the first 1–3 months to complete training, after which it will transition to a hybrid work arrangement.
Who are we?
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them. Our clients are our passion, and we are dedicated to helping families navigate through various situations. Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.
Job Tags
Remote job,
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