Finance & Sales Operations Administrative Assistant

Converged Services; Fort Lauderdale (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Paid Time Off

Paid Holidays

Medical, Dental, Vision, and Life Ins.

Work-related expense reimbursements

Equal Opportunity Employer

Job summary

Converged Services in Fort Lauderdale, FL seeks a Finance & Sales Operations Administrative Assistant to support accounts receivable, accounts payable, and general administrative tasks. The role requires strong organization and proactive collaboration with cross-functional teams.

You will manage invoice processing in QuickBooks and keep Monday.com up to date, assist with payroll, and help ensure accuracy of sales commissions. In-office position Monday to Friday 8:30 AM to 5 PM.

Qualifications

• Experience with QuickBooks and CRM tools (Monday.com) is required.
• Strong organizational skills and meticulous attention to detail.
• Ability to manage multiple deadlines and communicate across teams.
• Willingness to take on additional duties and support across finance and admin as needed.
• In-office work in Fort Lauderdale, FL, Monday–Friday, 8:30 AM–5:00 PM.

Responsibilities

• Issue AR invoices and monitor payments in QuickBooks and CRM.
• Maintain CRM and update invoice status, amounts, and payments.
• Process accounts payable including contractor invoices and expense reports.
• Provide administrative support and assist with payroll processing.
• Support sales projects and campaigns as assigned.

Skills

Strong organizational skills

Attention to detail

Ability to manage multiple deadlines

Excellent communication across teams

Tools

QuickBooks

Monday.com

Job description

We're looking for a detail-oriented Finance & Sales Operations Administrative Assistant to support our accounts receivable, accounts payable, and administrative operations. This is a great opportunity for someone who is organized, proactive, and comfortable working across finance systems and cross-functional teams - and who's ready to jump in wherever needed as our business grows. This is an in-office position based in our Fort Lauderdale, FL location.

About the Role

We're looking for a detail-oriented Finance & Sales Operations Administrative Assistant to support our accounts receivable, accounts payable, and administrative operations. This is a great opportunity for someone who is organized, proactive, and comfortable working across finance systems and cross-functional teams - and who's ready to jump in wherever needed as our business grows. This is an in-office position based in our Fort Lauderdale, FL location.

Key Responsibilities

Accounts Receivable

• Issue A/R invoices in QuickBooks, including provider fees, client-side fees, and ongoing revenue share


• Keep our CRM (Monday.com) accurately updated as invoices are sent, amounts change, and payments come in


• Follow up on outstanding provider and client invoices to drive timely payment


• Monitor incoming payments daily and apply them to the correct invoices in QuickBooks


• Prepare A/R aging reports with anticipated payment dates for leadership review


• Ensure sales team members are properly assigned in Monday.com and QuickBooks to accurately track commissions


• Prepare commission summaries (including advances/draws) for leadership approval, and notify sales team members once payments are confirmed

Accounts Payable

• Route incoming bills for inclusion in the Accounts Payable report, including contractor invoices


• Calculate and communicate partner invoice amounts owed


• Review AP reporting with leadership


• Communicate payment approvals following AP and commission reviews


• Track down outstanding W-9s as needed


• Serve as the point of contact for sales team expense report accuracy before submission


• Assist with payroll processing

Administrative Support

• Support new hire onboarding, including insurance and paperwork coordination and account setup


• Maintain program lists and manage admin credentials/access


• Oversee office supplies

Sales Support

• Ensure sales collateral and materials are kept up to date


• Support sales projects and campaigns as assigned

What You'll Bring

• Strong organizational skills and attention to detail


• Experience with QuickBooks and CRM/project management tools (Monday.com experience a plus)


• Comfort managing multiple deadlines and communicating across teams


• A flexible, \"all hands on deck\" mindset - you're willing to take on additional duties as assigned and pitch in wherever the business needs support


• Ability to work in-office in Fort Lauderdale, FL Monday through Friday 8:30 AM to 5 PM

Compensation & Benefits

Compensation will be finalized based on experience. We offer a comprehensive benefits package, including:

• 401(k) with company match


• Paid Time Off


• Paid Holidays


• Medical, Dental, Vision, and Life Insurance with company contribution


• Work-related expense reimbursements

• Converged Services is an Equal Opportunity Employer.