Charitable Advisors LLC
  • 30-Apr-2021 to 29-May-2021
  • - Safe Sitter, Inc.
  • Indianapolis, IN, USA
  • Full Time

Reports To: Director of Finance and Operations FLSA Status: Exempt 

Job Summary: Responsible for assisting customers, receiving and processing orders, maintaining accurate database information, assisting with accounts payable/accounts receivable duties, and fulfilling other duties as assigned. 

Essential Functions

  • Manage and respond to incoming calls and emails. 
  • Provide high quality customer service and timely support in a variety of areas including, but not limited to: order receipt, delivery, billing, payment collection, and problem resolution. 
  • Coordinate Instructor training, including registrations, confirmations, shipping supplies, reminder emails, follow-up materials, and post training recording-keeping. 
  • Manage incoming and outgoing mail, shipping, and receiving. 
  • Supervise and support the work of Shipping Associates, including the packing and shipping of orders and training materials. 
  • Create invoices according to company practices; submit invoices to customers. 
  • Maintain accurate customer and student information in organization's database. Update files as needed, including name or address changes, mergers, or mailing attentions. 
  • Generate and send out monthly billing statements. 
  • Monitor accounts to ensure payments are up to date. 
  • Identify delinquent accounts and contact delinquent accountholders to request payment. 
  • Resolve invoice discrepancies. 
  • Relay changes of information to appropriate staff. 
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience. 
  • Assist in receiving, recording, and processing invoices for payments. 
  • Assist in preparing, posting, verifying, and recording customer payments and transactions related to accounts receivable. 
  • Demonstrate a cooperative attitude with staff, customers, and stakeholders. 
  • Perform other duties as assigned. 


  • Bachelor's Degree required, preferably in business, management, finance, accounting or a related field. 
  • Proficient computer skills and knowledge of relevant software, particularly Microsoft Office suite and accounting software such as QuickBooks. 
  • Knowledge of standard office administrative practices and procedures. 
  • Strong organizational skills and attention to detail. 
  • Proactive, helpful, patient, and friendly attitude. 
  • Flexibility to adjust to dynamic work environment. 
  • Able to work independently and interdependently. 
  • Demonstrated passion for customer service. 
  • Excellent communication skills. 
  • Strong work ethic and team player mentality. 

Physical Demands

  • This job requires physical activity, including standing, walking, sitting, reaching, kneeling, and using hands to handle and manipulate both large and small objects. 
  • This job requires the ability to lift and carry up to 50 pounds. 
  • This job requires the ability to sit and work at a computer for prolonged periods. 

Click the APPLY button to submit cover letter and resume.

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


Charitable Advisors Subscribe Job Board Newsletter Resources Services