• Efficient Invoice Management• Precise Expense Reporting• Dispute Resolution Expertise• Vendor and Internal Communication

• Compute, record, input, and process financial data accurately.• Generate customer invoices following established accounting procedures.• Investigate and resolve discrepancies in invoices to ensure the accuracy of charges.• Maintain precision and efficiency in operations.• Process and oversee incoming payments.• Safeguard revenue by verifying and posting receipts.• Issue invoices promptly.• Monitor incoming payments diligently.

•Collaborate with carriers to arrange pick-up and delivery schedules for freight.•Employ transportation management systems to monitor shipments and keep status updates current.•Liaise with drivers to convey instructions and resolve any issues or delays promptly.•Validate the completeness of customer information during onboarding, guaranteeing precise import/export documentation and punctual order deliveries.•Offer guidance to clients on import restrictions, tariffs, and customs-related concerns, thereby enhancing customer service metrics and satisfaction.•Contribute to enhanced productivity through ongoing process improvement initiatives, surpassing customer service metrics.

• Fostered positive client relationships through professional handling of transactions, concerns, and inquiries, ensuring clarity and understanding throughout interactions.• Acted as the initial point of contact to address and resolve client requests, ensuring follow-up to confirm issue resolution or escalating when required.• Offered tailored financial advice and guidance to clients, analyzing their individual needs and presenting customized banking solutions.• Addressed simple and moderately difficult client questions and requests directly, while seeking support from Client Executives as necessary.

• Managing both physical and digital employee records.• Coordinating scheduling for both in-house and external meetings.• Overseeing office supply management and ordering.• Arranging travel accommodations as required.• Responding to employees’ and clients’ inquiries via email, phone, or in-person.• Ensuring office policies are kept up-to-date and making necessary updates as required.