job description

Bookkeeper/Customer Service Specialist

Job Summary: Seeking a warm, outgoing individual with a background and training in bookkeeping, who can provide exceptional customer service in a fast-paced, professional office setting. This position is an entry level position with potential for growth and advancement. It is primarily a clerical/bookkeeping position working at the front desk. This is a key position in the positive operation of the corporate office.

Essential Job Functions: Bookkeeper

  • Manage all rental properties on a daily basis by receiving payments, opening new accounts, managing existing accounts, following policy and procedures with the default process, selling new and used locks, maintaining lock inventory, billing customers on a monthly basis, entering in vendor information, and processing invoices for payment.

  • Use QuickBooks to manage all storage and rental accounts. 

  • Demonstrate the ability to operate cash registers at the front desk. Each register must be counted at the beginning and end of each day. Money must be handled responsibly. Must reconcile all receivables and make bank deposits for storage and rental properties.

  • Perform other A/R duties to support others on the administrative team

  • Process A/P for property management companies.

  • Process Rick’s Barbecue inter-company invoicing at the direction of the purchasing manager.

  • This role has the potential to expand depending upon the skill set of the applicant.

Essential Job Functions: Customer Service Specialist

  • Must have the ongoing ability to exhibit outstanding customer service skills in all situations.

  • Greet and welcome each customer, vendor, and employee that walks into or calls the office.

  • Maintain a positive attitude and pleasant demeanor when dealing with all customers.

  • Promote positive customer service in all areas and respond to complaints, taking any and all appropriate actions to immediately resolve issues with customers.

  • Answer all phone calls with a respectful, upbeat tone and in a timely fashion.

  • Demonstrate excellent verbal and written communication skills. Must be able to operate the phone and intercom systems in a professional and articulate voice.

  • Make certain that all managers and fellow team members receive their phone messages quickly and accurately.

  • Ensure that the front office is always kept neat and clean. Always make sure that the TV, lights, and fire place are turned on/off and that doors are properly secured at the end of the day.

  • Order, stock, and maintain all office supplies and ensure that the copy/file room stays neat and organized.

  • Offer administrative support to the office staff and managers by performing tasks such as filing, faxing, copying, typing, or organizing.

Additional Responsibilities:

  • Maintain regular and required attendance.

  • Must be a self-starter. Must be comfortable working alone.

  • Must have organizational skills with the ability to multi-task.

  • Must be accountable to Property Director and Corporate Office Manager in daily directions.

  • Must consistently maintain a strong sense of integrity and honesty.

  • Ability to work independently and in a team setting.

  • Maintain and demonstrate a strong work ethic and excellent time management skills.

  • Consistently adhere to all company policies and procedures including housekeeping, safety, and maintenance.

  • Develop and maintain a strong relationship with customers, vendors, and employees. Go above and beyond to ensure that each person’s needs are individually addressed and properly met.

Work Environment:

  • Full-time position in a comfortable office setting. Normal working hours are 8:00am to 4:00pm, Monday through Friday. Must be able to work occasional overtime, which may include some evenings, holidays and weekends, especially during tax preparation season.

  • This position works with office equipment including phones, computers, fax machines, copiers, cash register, and other office equipment.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Job Qualifications:

  • High School education required.

  • Bookkeeping experience required.

  • QuickBooks experience required.

  • Clerical and customer service experience preferred.

  • Basic business math and basic accounting skills required and must be competent in operating a personal computer and be familiar with basic software programs, including Microsoft Office Suite.

  • Ability to multi-task, display excellent time management skills and utilize critical thinking skills.

  • Excellent communication and interpersonal skills required with a strong ability to make decisions.

  • Ability to relate to different personalities and adjust personal interaction style as needed.

  • Dedication to providing exceptional customer service.

  • Property Management experience a bonus.


  • Must show proof of stable work history.

  • A skills test will be conducted during interview.

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