Administration Clerk Position Available In Suffolk, New York

Administration Clerk

SMG ABA LLC

Islandia, NY 11749 Why Choose to Work with Us At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a six-time Inc. 5000 company, demonstrating our unwavering commitment to success and continuous growth. With headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant work environment. As part of the SMG ABA team, you will be surrounded by individuals who value hard work, encourage personal and professional growth, and celebrate achievements together. We recognize the importance of each team member’s contributions and provide a supportive atmosphere where your efforts are acknowledged and rewarded when we reach our goals. About the

Role:

We are seeking a highly organized and detail-oriented Administration Clerk to join our dynamic team. This role is critical in supporting our billing, accounts receivable, and client onboarding processes. The ideal candidate is proactive, efficient, and comfortable working in a fast paced, deadline driven environment particularly within the accounting or financial services sector. What you will do as an

Administration Clerk Key Responsibilities Billing:

Ensure accurate and timely posting of time entries. Post automatic invoices and match QuickBooks Online (QBO) billings from Axcess. Reconcile and true-up time and billing discrepancies. Process and manage initial retainer progress billings in Axcess. Handle billing for bookkeeping services. Review and manage unbilled work-in-progress (WIP). Reconcile software-related bill backs. Track renewals and update budget revenue forecasts. Assist with PTET (Pass-Through Entity Tax) estimates and postage. Coordinate and prepare 1099 forms. Accounts Receivable (AR): Run and analyze AR reports regularly. Monitor client accounts for ACH activity and send payment reminders. Compile and provide client lists for collection efforts.

Payments & Onboarding:

Oversee incoming payments and ensure proper application. Review billing details and job setups for new client onboarding.

Workflow Management:

Run project lists and verify correct project setups. Create or modify templates, roles, and notifications in workflow systems. Qualifications and Attributes Excellent organizational and time management skills. Strong verbal and written communication abilities. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). Experience with QuickBooks Online and other accounting software. High attention to detail and accuracy in data entry and documentation. Effective problem-solving skills with the ability to manage multiple tasks simultaneously. Demonstrated ability to maintain confidentiality and handle sensitive financial data. High school diploma or equivalent required; associate or bachelor’s degree in business administration, accounting, or a related field preferred. Prior experience in an administrative role within an accounting or financial services environment is highly desirable. Familiarity with bookkeeping and accounting principles is a plus.

Job Type:

Full-time Pay:

$25.00 – $29.00 per hour

Benefits:

Dental insurance Health insurance Life insurance Paid time off Vision insurance

Schedule:

8 hour shift Day shift

Work Location:

In person