Accounting Administrator

About the role

This role supports customer account setup, credit evaluation, and account maintenance processes. It ensures accurate customer data, proper credit management, and adherence to company policies while supporting order release decisions and maintaining system integrity across platforms such as P21 and Enlighten.

Responsibilities

• Manage new customer account setups, ensuring all required information and documentation are complete and accurate.
• Create and maintain customer account structures, including adding and updating “ship-to” locations as required.
• Obtain necessary approvals for cross-regional account setups in accordance with company policies.
• Update customer account information, including contact details, terms, and account attributes as requested.
• Evaluate customer credit risk and assist in determining appropriate credit limits.
• Update credit limits as needed and ensure all changes are properly documented within the system.
• Analyze customer accounts to support order release decisions and ensure alignment with company credit policies.
• Evaluate monthly charges to ensure accuracy, completeness, and compliance with customer agreements.
• Identify discrepancies and ensure appropriate corrections are made in a timely manner.
• Upload and map all required customers and credit documentation into company systems (P21 and Enlighten).
• Maintain accurate, organized, and up-to-date electronic records for all customer accounts.
• Ensure data integrity and consistency across all systems and platforms.

Requirements

• High school diploma or equivalent.
• Three years of accounts receivable and/or credit experience.
• Ability to work with multiple branch locations and project a caring and helping attitude to branch employees.
• Experience with MS Word, Excel, PowerPoint, and 10-Key Adding Machine.