Accounting Specialist

Overview

POSITION:
Accounting Specialist

Sol Levinson & Bros., one of the largest and most successful funeral homes in the Baltimore metropolitan area, is seeking an Accounting Specialist. As an industry leader and influential member of the community for over 130 years, Sol Levinson is committed to providing the families we support with the best and most professional service possible. This is a full-time position with occasional holiday coverage.

Under direct supervision of management, responsible for all paperwork and payment processing of prearranged funerals, and accounting and administrative functions.

• Work closely with the Director of Advance Planning and maintain knowledge of Advance Planning processes and paperwork.
• Maintain relationship with insurance companies and brokers; gain knowledge of their systems.
• Work with insurance companies & brokers on applications for preneeds.
• Ensure timely processing of all prearranged funerals and payments; maintain preneed records.
• File insurance claims and apply payments.
• Provide general administrative and financial support to the entire Sol Levinson team.
• Prepare and track weekly and monthly billing, and follow up on past due accounts.
• Data entry with financial systems and excel spreadsheets to ensure information is accurately reported and filed.
• Enter data into records for pre-arranged funeral services.
• Assist with monthly accounting closing, including preparing spreadsheets, researching trends, and entering data into Quick Books.
• Monitor department spend, obtain approvals on vendor invoices, pay, process, and reconcile bills.
• Complete weekly check runs and pay independent contractors.
• Make weekly bank deposits and process payments on family accounts.
• Maintain company credit card and gas card accounts.
• Have knowledge of computer systems and websites; understand use and purpose of all programs and forms used in the business.
• Check company messaging system and email periodically throughout the day and respond as needed.
• Print reports as requested by management.
• Special projects as needed by management.
• Answer telephones, assist callers with their needs in a professional manner.
• Entire office staff needs to cross train in all office positions and provide coverage as needed in any job function.
• Integrity and ability to maintain confidentiality are required in this position.
• Must have strong organizational skills, the ability to multitask, and a strong commitment to providing excellent customer service.
• Dress professionally and represent Sol Levinson & Bros., Inc. in a professional and dignified manner at all times.

Monday – Friday, 8am – 4pm shift.