About Quatrro Business Support Services (QBSS):
Quatrro is a technology-enabled, cloud-based outsourcing firm to small, mid to large enterprises across industries that’s changing the way companies think about finance and accounting and technology services. They provide world-class teams combined with highly personal service, and a portal that let you see and manage everything online. With smarter systems and over 2,200 specialists in fields ranging from finance to technology services, Quatrro helps you see further, scale smarter and stand stronger. And that’s why we consistently achieve very high customer, and employee, satisfaction ratings.
Quatrro. Get More to Go On.
Purpose of the Job:
To provide world-class customer service and support to the accounting team (internal clients), and indirectly to external clients through quality, accuracy and timeliness of deliverables. Key duties are scanning incoming documents and printing and mailing checks and reports. Goal is to achieve service standards reflected in reliability, responsiveness, assured competence, and quality.
Key Result Areas:
- Essential functions and responsibilities:
- Receive and sort incoming client invoices. Complete the daily request tracker (DRT)
- Load checks in appropriate printers. Print checks as requested
- Receives client packets and enters as received in the mail log
- Scans documents onto the network and confirms scanned documents for completion and quality. Utilizes appropriate logs for all scanning/imaging work
- If the source document is unable to be scanned or delivered, calls internal customers to obtain complete information from client
- Print and quality review of 1099’s
- Prints and mails customer deliverables for multiple customers based on set process notes and timelines
- Complete personal quality review of deliverables prior to sending
- Troubleshoot basic equipment problems when needed
- Establish strong relationships with accounting staff across the organization
- Complete monthly scorecard process including discussion with manager
- Provide token codes for bank transfers and clients
Other duties and responsibilities:
- May be required to perform additional office duties occasionally and serve as backup for other clerical positions
- Add postage to mail machine and report as needed
- Other duties as requested
Supervisory responsibilities:
Knowledge and Skills:
Required: Ability to follow general oral and written directions, ability to enter data into a computer quickly and accurately, ability to organize and manage multiple priorities, ability to work independently, have an understanding of and experience with personal computers. Other skills include, strong interpersonal and great communication skills, excellent organizational skills, ability to meet deadlines and complete multiple projects in a timely manner, attention to detail, must work well in a team environment, ability to handle sensitive and/or confidential materials.
Preferred: Scanning/Imaging background. Good written and verbal communication skills, and experience with accounting software, Microsoft Word and Excel. 2 year Associates Degree.
Desirable: Great Plains accounting software experience.
Fiscal responsibilities: Addressed in Essential Functions
Extent of Public Contact:
- Serve as a representative of FPO to client stores, displaying courtesy, tact, consideration, and discretion in all interactions
- Frequently serves as a representative of FPO to various organizations such as payroll companies and governmental tax agencies, displaying courtesy, tact, consideration, and discretion in all interactions
- Frequently interacts with Client FPO employees, Client corporate, and local store accountants and CPA firms
- All above communications and interactions will be conducted in a professional manner representative of Quatrro’s commitment to customer service and regulatory compliance
Physical demands:
- This position regularly requires talking, hearing and listening, standing, working, sitting, using hands to handle and feel objects and use equipment such as (but is not limited to) computers and keyboards, calculators, writing utensils, paper, and telephones
- The ability to reach with hands and arms, also to stoop, kneel, or crouch
- Spend sustained lengths of time at a computer/work station using both repetitive wrists motion and eye motion when entering data
- Occasionally lift and carry 20 pounds a short distance
Working Conditions and Environment: Employee must be willing to work at location for a minimum of 40 hours per week within a Quatrro office.
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