Account Officer Job Description

Finding qualified, reliable individuals to join your staff is an essential step in growing your business. We’re here to make the hiring process as easy as possible for you. In this guide, we’ll cover all of the following:


WHAT TO INCLUDE IN A JOB DESCRIPTION

A good job description should include a company overview and job overview, as well as an explanation of the associated responsibilities, skills & qualifications, and work environment. Below are some general guidelines for writing each of these sections effectively.

1. COMPANY OVERVIEW

Providing an accurate, concise description of your business is a great way to attract the right employees. Think of this section as an advertisement for your company -- why should prospective employees want to join your team?

Some useful things to include here are:

  • Core company values
  • Mission statement
  • Brief history of your organization
  • Anticipated growth
  • Business goals

 

2. JOB OVERVIEW

In a few sentences, describe the purpose, importance, and fundamental qualities of the position being offered. No need to be too specific or comprehensive here -- the idea is to provide a zoomed-out image of the role the applicant would be filling in your company.

3. RESPONSIBILITIES

This is where you’ll outline the specific day-to-day responsibilities of the job. Bullet-point format is typically the most practical way to present this information.

4. NECESSARY SKILLS & QUALIFICATIONS

List in bulleted format the skills & qualifications that are absolutely essential to this position. Consider as many specific conditions of the job as possible in order to create a complete list of qualifications an applicant must have in order to succeed.

5. PREFERRED SKILLS & QUALIFICATIONS

List in bulleted format the skills & qualifications that are not essential, but would make an applicant more eligible for the position being offered.

6. WORK ENVIRONMENT

Describe the environment in which the applicant would be spending most of their time. In this description, include information about:

  • Company culture
  • Pace of work
  • Amount of collaborative vs. independent activity
  • Who the employee will report to (or vice versa)

Account Officer Job Description

Below is our account officer job description. You can post it as-is to an online job board like ZipRecruiter, or download and customize it to match the unique aspects of your business. Keep in mind that adding a custom company overview and description of the work environment (outlined above) will help you draw in the right applicants.

Account Officer Job Description

Job Overview:

Our account officer keeps track of the finances of our organization. From invoice processing to account reconciliation, they’ll need to ensure that all numbers are accurately recorded and labeled. We count on our account officers to be extremely detail-oriented, spotting the tiny mistakes that can lead to costly errors or time-consuming customer disputes. Every expense will need to be verified, all refunds must be processed, and any billing discrepancies will need to be resolved. Our account officer should feel comfortable developing the internal auditing procedures for our company. They’ll need to exercise strategic thinking on the job every day to ensure that the business is making the most of its resources.

Responsibilities:

  • Reviewing, tracking, and reconciling all financial expenditures
  • Preparing invoices, processing refunds, and resolving billing disputes
  • Developing and documenting internal auditing procedures
  • Verifying all expenses against corresponding invoices
  • Working with collection agencies in the event of past-due accounts
  • Recording all payments quickly and accurately
  • Supervising staff and informing the team of any policy changes

Necessary Skills & Qualifications:

  • At least 1 year of experience as an account officer
  • Understanding of relevant financial legislature
  • Strong math skills
  • Comfortable supervising a small team
  • Excellent organizational skills
  • Ability to complete and organize detailed paperwork
  • Familiarity with spreadsheets and common accounts software
  • High school diploma or equivalent

Preferred Skills & Qualifications:

  • Associate degree in accounting
  • Current bookkeeper certification
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3 STEPS TO TAKE WHEN HIRING EMPLOYEES

ENSURE LEGAL COMPLIANCE

Hiring employees can be an intimidating and time-consuming process, but it doesn’t have to be. We’ve created a hiring compliance checklist to help you get over the legal hurdles with ease. From obtaining an Employer Identification Number (EIN) to confirming work eligibility, our guide covers everything you need to know.

SET UP PAYROLL

Even if your business only has a few employees, setting up a payroll service can save you time for running your business and also ensure that your company is compliant with important federal requirements, such as employee withholding.

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We recommend Gusto, a user-friendly payroll platform for small businesses. Try out their services and get one month free.

Sign up now

ACQUIRE WORKERS' COMP INSURANCE

Workers’ compensation insurance provides financial and legal protection for your business and its employees.

Whether or not you need workers’ comp insurance for your company depends on the nature of the job, the employer-employee relationship, and the unique regulations of your state.

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Find out how much the right insurance will cost you.

GET A QUOTE