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Administrative Clerk & Accounting Team Member

General Duties:

  • Effectively communicate and coordinate with clients and project managers regarding administrative matters (i.e. Jobs Open, invoice copies, receipt backup, etc.) in a clear, concise, and timely manner
  • Distribute invoices (including review to ensure all appropriate back-ups, waivers, and additional documentations required have been submitted) to clients in a timely manner.
  • Continue to review and be proficient in the various online portal's invoice submittal process
  • Process employee Expense Reports including expense reconciliation
  • Open new project jobs in Vision
  • Coordinate the monthly Finance & Marketing calls with our 8 offices
  • Maintain all existing and closed project folders (hard copy/digital)
  • Identify then transfer print jobs to appropriate projects in Abacus
  • During Bill Run, ensure all associated billing reports are distributed to the appropriate offices same day.
  • At month's end, digitally distribute invoice copies to the associated studios for record keeping.
  • Maintain/update Client-Billing Rules within Vision and in Excel.
  • Scanning of contracts, wire and check payments
  • Provide general administrative support to the Accounting Team


Other possible duties on an as needed basis:

  • Provide support and backup as needed to the Accounting Team, while learning our systems & processes.


Desired Skills and Qualifications:

  • Excellent, effective oral and written communication skills
  • Ability to understand and take on the responsibilities described above with excitement and the eagerness to learn
  • Bookkeeping background, MS Office Suite: Intermediate Excel user, experienced Deltek Vision user a plus
  • Ability to follow instructions and follow through with individual tasks in a timely manner
  • Strong ability to multi-task and independently manage multiple deadlines with very strong self-organizational and time management skills.
  • Flexible and adaptive; team player
  • Strong sense of integrity and professionalism
  • Strong planning and organizational skills

The candidate must be able to accomplish all of the above with a good attitude, a smile and a team-player attitude.

Education: Associates Degree (A.A.) from a two-year institute; or over two years related working experience within a semi-corporate environment; or equivalent combination of education and experience.

Compensation: In addition to a salary range of 53-55k, SWA offers a very competitive and comprehensive benefits package including health, dental, life, long-term disability, as well as profit sharing, ESOP (Employee Owned Stock Ownership Plan) shares, and a 401k matching retirement plan.

This is a full-time on-site position at the Sausalito Office location.

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CEO of SWA Group
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Gerdo Aquino
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We are an ideas-first firm. Our designers are driven to create and seek out ideas at each step. We thrive on collaboration; we know great ideas come from a multitude of sources. Experience has taught us that great design is rooted in equal parts i...

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DATE POSTED
August 6, 2023

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