Job Description

Job Summary

Do you enjoy fast paced environments and time sensitive projects? If you are an analytical thinker who enjoys working with a small team, self-motivated, and drives items to closure, then this role may be a great fit for you. The Accounts Payable Specialist will work in a very hands-on position with a great deal of self-reliance required.

Key Activities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Key Performance Activities

Bill Pay

• Perform Bill Pay Process for Clients
• Enter bills into bill.com
• Generate Unpaid Bills Report in QuickBooks Online
• Communicate with Client
• Print Checks
• Send Checks and Invoices

Settlement Support Process

• Download statement
• Complete proper accounting for all final payments including Advanced Client Costs
• Set-up checks to be printed remotely
• Complete all tasks to complete the accounting process for the case

General Accounting

• General accounting processes to support Accountant
• Update completed tasks in Zoho Client Project module

Experience and Qualifications

• Accounts Payable: 1 year (Preferred)
• Proficient in Microsoft Office Suite, QuickBooks, and embraces new technologies; QuickBooks Online experience a plus
• Process-minded
• Collaborative and great team player
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Solid analytical and problem-solving skills.
• Ability to prioritize tasks.
• Proficient with or able to learn the administrative and financial systems and applications used in the organization.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 10 pounds at times.

This role will begin as fully on-site at our Alpharetta, GA office for the first 1–3 months to complete training, after which it will transition to a hybrid work arrangement.

Who are we?

The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them. Our clients are our passion, and we are dedicated to helping families navigate through various situations. Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.

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