Data Entry: Input customer and account data from source documents within set timeframes.

Data Preparation: Compile, verify, and sort information for accurate computer entry.

Error Management: Review data for errors, correct inconsistencies, and validate outputs.

Information Retrieval: Research and gather missing information for incomplete documents.

Support: Respond to information requests and access relevant files as needed.

Transaction Recording: Record daily financial transactions and complete the posting process.

Verification: Ensure transactions are accurately recorded in the correct ledgers.

Trial Balance: Bring the books to the trial balance stage.

Tax Management: Complete and submit tax forms.

Data Management: Enter data, maintain records, and generate financial reports and statements.

Accuracy Checks: Perform partial checks to ensure the accuracy of the posting process.

Professionalism: Maintain a positive, empathetic, and professional attitude toward customers.

Timely Response: Respond promptly to customer inquiries.

Multichannel Communication: Engage with customers through various communication channels.

Issue Resolution: Acknowledge and resolve customer complaints effectively.

Record Keeping: Maintain accurate records of customer interactions, transactions, comments, and complaints.

Call Management: Answer and direct phone calls efficiently.

Scheduling: Organize and manage appointments.

Meeting Support: Plan meetings and take detailed minutes.

Communication: Write and distribute emails, memos, letters, faxes, and forms.

Reporting: Assist in preparing regular reports.

Filing System: Develop and maintain organized filing systems.

Policy Management: Update and maintain office policies and procedures.

Supply Management: Order office supplies and research vendors for the best deals.

Payroll Processing: Accurately process employee wages, overtime, and deductions.

Timesheet Verification: Review and verify employee time records and attendance.

Tax & Deductions Compliance: Ensure correct tax withholdings, benefits deductions, and other payroll adjustments.

Record-Keeping: Maintain accurate payroll records, employee earnings, and tax filings.

Issue Resolution: Address payroll discrepancies, answer employee payroll-related questions, and resolve payment issues.

Payroll Schedule Management: Ensure payroll is processed on a timely and regular schedule.

Compliance & Reporting: Adhere to federal, state, and company payroll regulations; generate reports as required.

Coordination with HR & Accounting: Work closely with HR and the accounting team to manage employee records, benefits, and financial reporting.

Resource Management: Ensure resources are available and properly allocated.

Project Planning: Develop clear project plans to track progress.

Change Management: Use effective techniques to manage changes in scope, schedule, and costs.

Performance Tracking: Monitor project performance using reliable tools.

Reporting: Provide updates and escalate issues when necessary.

Stakeholder Management: Maintain strong relationships with clients and stakeholders.

Risk Management: Identify and minimize project risks.

Vendor Coordination: Collaborate with third-party vendors for successful project delivery.