Finance Administrator

Banking and accounting services: Receive new agents’ paperwork and ensure all documents are complete and accurate. Enter agents into the back-office finance system, setting up split fees and A/R Credit Card details. Manage agent invoices, including monthly production and distribution. Process credit card charges for agent invoices and manage collections for declined payments. Manage and pay all company bills, ensuring proper cost and depot location allocations. Monitor company cash flow and budget across all branches. Prepare and generate end-of-month financial reports, including daily MTD and projected reports. Assist in monthly financial closings and transmittals. Provide ad hoc financial reports as requested by executive staff. Operations and Administration: Manage inbound and outbound referrals checks efficiently. Assist the Vice President, Finance and Administration, and other leaders with administrative tasks. Manage front desk operations, including visitor greetings, phone calls, and inquiries. Coordinate mail, packages, and shipments. Ensure proper maintenance and functionality of office equipment and technology infrastructure. Oversee finance team members and front desk to ensure efficient workflow and customer service.