Account Clerk II

About the role

The Account Clerk II serves as the first point of contact for the Receivables and Collections Division, managing customer inquiries via phone, email, and the public counter. They conduct research and answer questions regarding the status of accounts and payments, perform billing reconciliations, process payments and refunds, create invoices and credit memos, and prepare journals. The Account Clerk II performs basic skip tracing to locate customers for returned mail, processes incoming and outgoing mail, creates reports and spreadsheets, and works extensively in the accounting system to manage customer accounts.

Responsibilities

• Manage customer inquiries via phone, email, and the public counter.
• Conduct research and answer questions regarding the status of accounts and payments.
• Perform billing reconciliations, process payments and refunds, create invoices and credit memos, and prepare journals.
• Perform basic skip tracing to locate customers for returned mail.
• Process incoming and outgoing mail, create reports and spreadsheets.
• Work extensively in the accounting system to manage customer accounts.

Requirements

• Experience with accounts receivable or collections, including a background in performing billing reconciliations and account research.
• Proficiency working in accounting software, preferably Oracle’s PeopleSoft.
• Intermediate skills in Excel.
• Outstanding communication skills via phone, email, and the public service counter.
• Strong analytical and problem-solving skills.
• Basic knowledge of skip tracing techniques.

Qualifications

• Knowledge of modern office practices and procedures.
• Ability to operate a typewriter, calculator, and other common office machines.
• Keep financial and statistical records.
• Perform varied clerical work.
• Understand and carry out oral and written instructions.