Accounts Receivable & Office Admin — In-Office Role

PSTrax; Littleton (CO); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Short-term disability insurance

Life insurance

401K with company match

Monthly work from home stipend

Job summary

PSTrax, headquartered in Littleton, Colorado, is seeking an in-office Accounts Receivable & Office Assistant to support the Finance team and other cross-functional needs. This role involves invoicing, collections, deposits, and on-site admin duties, including onboarding and event coordination.

The successful candidate will have a high school diploma or equivalent and experience in AR, billing, or office administration.

Qualifications

• High school diploma, GED, or equivalent professional experience required.
• Prior experience in accounts receivable, billing, bookkeeping, customer service or office administration preferred.
• Start-up and prior B2B SaaS industry experience a plus.
• Passion for working with customers including a drive to respond quickly to customer questions.
• Demonstrates sound judgment in prioritizing collection activities and escalating past-due accounts when appropriate.

Responsibilities

• Maintain accurate records of collection activity and customer payment communications.
• Research payment discrepancies and escalate delinquent, disputed, or unusual accounts to the Director of Finance as appropriate.
• Complete daily bank deposits using a check reader and maintain organized records for reconciliation.
• Assist with invoicing for new and renewal customers.
• Set up vendor portals as required, ensuring efficient communication and transactions with external partners.
• Request Certificates of Insurance (COIs) from insurance providers as needed to meet customer and contractual requirements.
• Proactively manage the company's accounts receivable by conducting weekly follow-up via email and phone on overdue invoices.
• Process credit card payments as necessary, ensuring timely and secure transaction processing.
• Provide administrative support to various departments, including scheduling meetings, managing calendars, and handling correspondence.
• Assist in planning and coordinating company events, such as team meetings, trainings, and social gatherings.
• Assist in making travel arrangements for employees, including booking flights, hotels, and transportation as needed.
• Assist in onboarding new employees and customers, including preparing welcome kits.
• Assist in maintaining office supplies inventory by checking stock, ordering and receiving supplies.
• Greet and assist visitors, answer calls, and manage main email account.
• Ensure the office area is tidy and presentable with necessary materials.
• Provide support on special projects such as research, data analysis, or presentation preparation.
• Support the Director of People and Culture with resume review, interview scheduling, and onboarding coordination.
• Other duties and project work as assigned.

Skills

Accounts Receivable

Billing

Customer Service

Office Administration

Microsoft Office

QuickBooks

HubSpot

Google Suite

Multitasking

Time Management

Detail-oriented

Education

High school diploma or equivalent

Tools

QuickBooks

HubSpot

Zoom

Job description

PSTrax, headquartered in Littleton, Colorado, is seeking an in-office Accounts Receivable & Office Assistant to support the Finance team and other cross-functional needs. This role involves invoicing, collections, deposits, and on-site admin duties, including onboarding and event coordination.

The successful candidate will have a high school diploma or equivalent and experience in AR, billing, or office administration.