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Bookkeeper - PHX

Southwest Service Administrators Phoenix, AZ
  • Expired: 5 days ago. Applications are no longer accepted.
Southwest Service Administrators is a Third-Party Administrator (TPA) providing unique and specialized administrative services to labor-management Trust Funds (primarily) in the southwest United States with offices in Phoenix, AZ (our corporate service center), Albuquerque, NM, Salt Lake City, UT and Dallas, TX since 1995.

We offer competitive wages and an excellent benefit package including FULL FAMILY coverage for medical, dental, vision & Rx. Other benefits include (employee) short & long term disability, Life/AD&D Insurance, 401k, Pension, generous Paid Personal & Vacation Leave policy and career advancement and travel opportunities.

The Bookkeeper is responsible for computing, recording and verifying financial transactions in the accounting systems and records. In addition, this role is responsible for reconciling multiple bank and investment account statements while maintaining Trust funds files and records.

We pride ourselves on being flexible, but there are some things we feel very strongly about:

Being an excellent communicator. You take care in articulating your own thoughts and processes, as well as critiquing the work of others

Understanding the whole business. Great systems and processes aren’t built in a vacuum – they require hard work from smart people across multiple disciplines along with an understanding of how everything fits together

Great teams are better than the all-star players. No matter how great one person’s ideas may be, they’ll be better through collaboration and cooperation.

Responsibilities

Primary Duties and Responsibilities

  • Reconcile multiple bank and investment account statements
  • Review and confirm accounts payable invoices, enter into the accounting system and prepare payment letters for trustee signature
  • Coordinate payment activities with administrative support, account managers, banks, trustees and vendors
  • Process refunds, voids, canceled and stop payments in coordination with the claims and pension teams and the related banks
  • Create Fund financials, including income statements, balance sheets and related supporting schedules
  • Maintain Trust fund files and records

Teamwork

  • Work cooperatively and professionally with other team members, account managers, administrative support, management and auditors
  • Actively participate in team meetings and training activities
  • Perform additional responsibilities and projects as periodically assigned

Education/Certification:

  • High School Diploma/GED or equivalent

Skills/Abilities:

  • Prior experience in accounting, bookkeeping and account reconciliations
  • Strong math, typing and 10-key skills
  • Solid expertise in MS Excel & MS Word (i.e. pivot tables and lookup functions)
  • Exceptional organizational skills with strong attention to detail
  • Ability to communicate professionally with internal and external customers, verbally and in writing
  • Strong dedication to follow-through on all tasks and assignments
  • Ability to read and comprehend simple to moderately complex instructions and correspondence
  • Ability to work independently, organize, set priorities, and complete multiple projects/tasks within established deadlines
  • Ability to sit for long periods of time operating a computer

Competencies:

Problem Solving and Analytical, Critical Thinking, Communications, Interpersonal Relations/Teamwork, Organizational Awareness, Time Management, Adaptive to Change in an Environment of Continuous Improvement/Innovation, Basic Technical Competence 

Employee Benefits Program

  • One of the most competitive Paid Time Off plans in the industry
  • Extensive 401(k) plan with company matching for contributions up to five percent of an employee’s base pay
  • Affordable medical, dental and vision insurance; along with company paid disability and life insurance
  • Family and employee care programs

Southwest Service Administrators

Southwest Service Administrators is a Third Party Administrator (TPA) providing unique and specialized administrative services to labor-management Trust Funds (primarily) in the southwest United States with offices in Phoenix, AZ (our corporate service center), Albuquerque, NM and Salt Lake City, UT since 1995. We offer competitive wages and an excellent benefit package including FULL FAMILY coverage for medical, dental, vision & Rx. Other benefits include (employee) short & long term disability, Life/AD&D Insurance, 401k, Pension, generous Paid Personal & Vacation Leave policy and career advancement and travel opportunities.

Address

Phoenix, AZ
85027 USA

Website