Administrative and Financial Assistant

This position requires an individual with impeccable standards in communication, data entry, and customer service. The ability to multitask and can effectively manage time. We are a growing company who believes in team participation and change. The ideal candidate will have a customer service background with office experience as well as finance management knowledge.
Daily tasks would include but are not limited to recording financial transactions and managing accounts payable and account receivable as well as receiving calls and emails from current customers.


  • customer service and administrative tasks: 3 years (Preferred)

Essential Responsibilities: (other duties as assigned)

  • Timely and accurately process billing data that reconciles with the general ledger by entering program billable service records into billing software as well as payable software databases using correct billing codes, units, and rates; making adjusting entries as needed; and balancing batched information.
  • Coordinates and manages special projects as may be assigned within Accounting and Finance.
  • Provides customer service via telephone using a multi-line phone system, in person, and email correspondence. Assesses calls/inquiries and directs and/or records and relays messages promptly, accurately, professionally and courteously.
  • Receives and opens mail. Processes mail accurately and ensures mail is distributed properly.
  • Processes purchase orders, pricing, terms of payment and other charges.
  • Processes daily receipts, creates deposits of checks prepares Daily Cash Receipts Report.
  • Processes daily payment invoices, creates payment list preparing for weekly check run with Payables Report.
  • Prepares and mails collection letters for Billing and Collections.
  • Create reports and balance sheets that document overall profits and losses.
  • Create and review customer financial documentation.

Qualifications; knowledge, skills and abilities:

  • Competent in use of computer software such as databases, word processing, and spreadsheets.
  • Strong interpersonal and communication skills as well as the ability to maintain professionalism under pressure.
  • Ability to organize time effectively and remain flexible to effectively meet competing priorities.
  • Demonstrate knowledge of basic office machines and software applications.
  • Demonstrate excellent organizational skills, accuracy and attention to detail.
  • Demonstrate exceptional interpersonal communications skills with the ability to communicate effectively with a variety of individuals in person, on the phone, through email, etc.
  • Ability to deal with multiple, changing priorities and interruptions in a multi-faceted work environment.
  • Demonstrate ability to maintain confidentiality of employee, client, and business information.


  • Minimum 3 years of demonstrated experience in customer service and administrative tasks.

Renewal by Andersen Values

Each employee is responsible for upholding these values in their daily activities.

Homeowner Focused: We are committed to understanding our homeowner customer's real needs and expectations and exceeding them. We recognize that a delighted customer is our best recommendation for future business.

Safety: We are committed to the safety and well being of the people who come into contact with our products.

Excellence: We set the highest standards for our professional performance, our products, and service. We are committed to continuous quality improvement in all that we do.

Integrity: We are committed to working fairly and honestly with all those with whom we come in contact.

Innovation: Our motto "different and better" connotes innovation, aesthetic and economic value... going beyond the expected into the surprising.

Teamwork: We foster an environment where individual skills and talents are recognized and encouraged to thrive in a cooperative team environment.

Individual Dignity: We believe that respect for each other's cultures, point of view and professional business styles significantly contributes to our business goals.

Citizenship: We believe that we have a direct and compelling responsibility to our communities to conduct our business ethically, to engage in responsible stewardship of the environment, and to concern ourselves with the welfare of the people in the communities in which we work.

Andersen "Code of Business Conduct"
Each employee is responsible for adhering to the Andersen Code of Business Conduct.