Charitable Advisors LLC
  • 12-Aug-2019 to 11-Sep-2019
  • - Synergos, An Association Management Company
  • Indianapolis, IN, USA
  • Annual salary in the low to mid $30s
  • Full Time
  • PTO, dental insurance, health insurance, 401k

You'd be a good fit if...
You have a warm and welcoming personality along with accounting experience in not-for-profits and small business. You are comfortable with QuickBooks, staying on top of accounts payable, accounts receivable and client approvals. You enjoy working with volunteers and staff in teams, especially when you are relied upon to execute tasks with a high attention to detail. Very few things "ruffle your feathers." Ultimately, you are satisfied knowing your work provides a positive experience to our clients' members as well as setting an example of the high level of work expected of the Synergos AMC team.

About Synergos AMC
With experience in association management dating back to 1996, Synergos Association Management Company specializes in providing administrative management and support services to professional associations. We know associations: how they operate, the unique challenges they face, the challenging environment in which they function, and what they need to succeed. We operate out of Indianapolis and the Twin Cities of Minneapolis/St. Paul.

Position Summary
The successful candidate will be someone who excels in customer service, uses good judgment, takes initiative, attends to detail, works independently to meet established timelines, has a positive attitude and is a valuable contributor to the entire service delivery team. This position is primarily responsible for supporting client associations and is responsible for processing, recording, and reporting the financial transactions of our association and not-for-profit clients. In addition to these technical skills, this person will be responsible for responding to assigned client-member inquiries in a timely and effective manner, providing event and meeting support, conducting administrative duties essential for effective client operations and other duties as assigned. Attendance and reliability are essential in this position.

This entry-level position is full-time, exempt, and eligible for benefits (PTO, dental insurance, health insurance, 401k).

This position's work schedule is Monday – Friday, 9 AM – 5 PM. Attendance required when client events fall outside of the work week and typical daily office hours and on an as needed basis for client workloads. The position requires local travel (monthly) and possibly national travel (1-2 trips per year). Access to a reliable, licensed vehicle is necessary to staff local events.

This position reports to the CEO and the Finance Manager and works out of the Indianapolis office.

Typical Job Duties
Accounting (50-70%)
• Enter all transactions into client and company QuickBooks accounts including:
• AP and AR.
• Ensure proper coding on all expenses and revenues
• Process credit card transactions and research credit card charge backs
• Process employee reimbursements, ensure correct and timely client reimbursables
• Prepare annual 1099 and W-9 IRS forms.
• Assist in the preparation of client financial reports.

Membership (15%)
• Answer client association and corporate phone lines between 9 AM– 5:00 PM (Eastern), Monday-Friday.
• Field member inquiries received via phone or email; aid or forward as appropriate within one business day
• Maintain accurate FAQ's for member inquiries for assigned clients, reviewed and updated annually and as needed
• Update and maintain accurate membership records in client databases and perform regular database cleanup processes to ensure data integrity

Administrative & Event Support (15%)
• Event registration tracking and reporting
• Assist with preparation and follow up for events, such as generating name badges, stuffing packets, distributing certificates
• Provide onsite event and registration support; some travel required and may include evening and weekend events
• Maintain current documentation of relevant processes in assigned client's organizational manual
• Fulfill orders for mailings, shipping and courier service
• Complete administrative duties/projects as assigned by the CEO or COO.

• Perform other duties as assigned

• Minimum of a two-year degree in accounting, vocational school training in bookkeeping, or two years in a bookkeeping or clerical accounting position at a governmental agency or nonprofit.
• Demonstrated understanding of basic accounting principles and methods
• Math knowledge and skills, including the ability to carry out basic functions commonly required in accounting
• Able to use, or quickly learn to use, technology in carrying out assignments.  This includes Microsoft Office products, accounting applications, e-mail, internet, etc.
• Excellent customer service, project management and interpersonal skills
• Detail oriented, accurate and thorough
• Good judgment, discretion, and integrity 
• Good oral and written communications skills including the ability to follow instructions
• Excellent customer service skills when answering the phone, replying to emails and greeting clients
• Equally effective working independently and as a member of a team
• Ability to multi-task and prioritize projects with tight deadlines
• Working knowledge of databases; hands-on experience preferred
• Motivated and curious lifelong learner
• Preferred - Experience as a volunteer and/or working with volunteers

Working Conditions
• Insured, personal transportation for reimbursed business use required
• Willingness to work evenings and weekends to ensure client deliverables are met
• Some lifting of boxes 40 pounds or less
• Bending, sitting, standing is a daily part of this position
• Frequent phone and computer use – we are a PC office
• Open office environment

Click the APPLY button to submit a cover letter and resume with salary expectations.

This position has been closed and is no longer available.
Charitable Advisors LLC


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