AP-AR Clerk

Smith Air Conditioning - Ville Platte, LA

Full-time - Entry Level

Ville Platte, LA

Specialty Trade Contractors

About the position

The AP/AR Clerk Administrative Assistant at Smith Air Conditioning is responsible for maintaining accurate financial records, managing accounts payable and receivable, and providing administrative support to the team. This role requires proficiency in QuickBooks and involves data entry, scheduling, and effective communication with clients and team members. The position emphasizes a commitment to excellence and teamwork, with opportunities for personal and financial growth.

Responsibilities

• Input invoices and work orders into QuickBooks to keep AP and AR up to date.
• Run reports for the managers and owner as requested.
• Schedule and book service or sales appointments when clients and prospects call.
• Maintain accurate data entry into QuickBooks.
• Answer the phone quickly and professionally.
• Issue P.O.s and/or order parts and materials for truck restock and non-stock items.
• Receive, record, and maintain sales lead information and set appointments as necessary.
• Communicate clearly, precisely, and in a friendly manner.
• Take and deliver messages as appropriate.
• Ensure messages are received and follow up is appropriate.
• Ensure the accurate capture, data entry, and maintenance of customer and business information into the company's accounting program.
• Input service work order details.
• Record customer payments.
• Record vendor invoices.
• Provide vendor invoices to General Manager/Owner for approval for payment.
• Be familiar with the company, products, and services to answer questions without consulting others.
• Alert managers quickly to significant customer issues, serving as a champion of the customers to the company.
• Continuously improve knowledge of HVAC work and how Smith Air Conditioning operates to benefit the customer.
• Establish goals and objectives related to the position and create a plan of action to attain or exceed set goals.
• Regularly review and monitor progress against goals and seek assistance as needed.
• Be computer literate and knowledgeable in Excel and Word.
• Be familiar with the use of smartphones, email, and text messaging.
• Maintain a clean, neat, and professional appearance.
• Perform other duties as assigned.

Requirements

• Proficiency in QuickBooks for data entry and financial management.
• Strong communication skills, both verbal and written.
• Ability to handle multiple tasks and set priorities independently.
• Basic knowledge of Excel and Word for reporting and documentation.
• Familiarity with smartphones, email, and text messaging.

Nice-to-haves

• Experience in the HVAC industry or related field.
• Ability to learn quickly and adapt to new processes and systems.

Benefits

• Top wages and benefits offered to employees.
• Support for personal and professional growth.