Account Assistant Job Description

Account Assistant Job Description

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Account assistant provides administrative support for special projects utilizing general office equipment and Microsoft Office products.

Account Assistant Duties & Responsibilities

To write an effective account assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included account assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain excel sheet or other database with updated comments/details (live document accessible to each manager relating to AR activities and progress)
Fully and consistently maintain AM’s budget via Corporate Accounts Payable system by tracking budget expenses
Manage and process campaign enrollment by entering necessary tactic orders and requests, including telemarketing, direct-mail and cross­channel spot orders
Distribute programming and PR information to affiliates in a timely manner (via HTML email)
Assisting with year-end tax packages
Providing assistance to Account Executive, Supervisors, Managers and Partners as needed
Assisting with prioritizing and processing incoming mail
Assisting with downloading and coding of credit card statements
Specific sales responsibilities as directed by Senior Account Manager/Account Ass
Work collaboratively with Account Management, Strategy Development and Sales teams to develop timely, strategic media recommendations via RFP response and presentations

Account Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Assistant

List any licenses or certifications required by the position: DB120.1

Education for Account Assistant

Typically a job would require a certain level of education.

Employers hiring for the account assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Marketing, Communications, Advertising, Business/Administration, Business, Journalism, Writing, Social Media, General Office

Skills for Account Assistant

Desired skills for account assistant include:

Microsoft Windows applications and Microsoft Office
Office procedures
Excel
Word
Microsoft Office products in MS Office specifically Outlook
Clients’ business needs
Experience in the insurance industry
Instilling confidence
MS Office applications
Revolving issues

Desired experience for account assistant includes:

Ability to manage assignments and meet deadlines without hands-on supervision
Utilize 3rd-party research tools to support plan recommendations and provide competitive spending analysis
Input RFP responses into internal systems, client external templates and 3rd party planning systems
Ensure asset collection and on-time campaign launch working with clients and Launch & Trafficking team
Determine optimization strategy based on targeting and creative to increase advertiser effectiveness in achieving brand awareness and/or eCPM/eCPC/eCPA/other goals
Work with Delivery Team to monitor campaign delivery and contract compliance, ensuring full revenue recognition and client objective success

Account Assistant Examples

1

Account Assistant Job Description

Job Description Example
Our growing company is looking to fill the role of account assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account assistant
  • Identify up-sell opportunities to drive additional revenue beyond original contracted amount
  • Develop strong, productive relationships with clients and agencies
  • Handle various billing requests (BAT/CAT)
  • Work with the Advertising Operations team to ensure proper campaign trafficking
  • Lead trafficking process
  • Review and process all dealer AdBuilder orders in a timely manner
  • Work with agency partners to upload new creative to AdBuilder
  • Weekly contact with Regional Marketing clients
  • Responsible for opening jobs
  • Create competitive portfolio and analyzes full competitive landscape
Qualifications for account assistant
  • High degree of enthusiasm and energy essential
  • Must have 1-2 years of experience working in an agency or corporate role or relevant internships with experience/interest in nutrition, food and/or healthcare industries strongly preferred
  • Able to commit full-time from end Sep 2015 - end Jan 2016
  • Familiar with Oracle is a plus
  • Ability to manage assignments, anticipate needs, and meet deadlines without hands-on supervision
  • Bachelor’s degree and some relevant professional or intern experience
2

Account Assistant Job Description

Job Description Example
Our company is growing rapidly and is hiring for an account assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account assistant
  • Consistently reliable and is a team player
  • Manage Client’s budget and provides clear, accurate reporting
  • Active and enthusiastic participant in agency trainings
  • Contribute when asked and steps up to do whatever it takes to get the job done and win
  • Be prepared for other tasks as you may be assigned
  • Monitor the progress of on-going matters
  • Work with each National Client Manager (6 currently) to help reduce collection days by developing a strategy for each client and implementing these Account Receivable (AR) protocols
  • Liaise with NCG managers to engage in solutions when clients have issues with invoices or questions
  • Coordinate with PSI Corporate Office (Chicago) or other Upper Level Managers’ (ULMs) collection professionals via email and phone calls and provide updates on clients’ collection efforts
  • Conduct “Client Satisfaction Calls” to assess client loyalty and use internal database to track and record progress (work to be directed by each NCG Manager)
Qualifications for account assistant
  • Proven ability to work well with others in a team environment, to work independently
  • Consistently build knowledge of the Equipment Finance Industry
  • Build knowledge of equipment types, acceptable terms and structure
  • Ideal candidate should have experience working in a customer service and team environment
  • BS/BA required preferably in Finance, Accounting, or related discipline a plus
  • 6 months – 1 year related work experience preferred in a customer service and team environment
3

Account Assistant Job Description

Job Description Example
Our company is looking to fill the role of account assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account assistant
  • Respond to emails/return phone calls in timely manner
  • Occasional front desk reception responsibilities
  • Support the Director, Account Manager and Account Executive with daily administrative duties including expense reports, travel arrangements and phone support
  • To be responsible for expenses processing including account coding, check appropriate authorization, writing FX ticket for foreign currency payment, inputting to SUN system and cheque printing
  • To provide support to Finance department in various miscellaneous work ie filing
  • Assists with review of policies for accuracy and/or possible deficiencies
  • Packages and markets applications to various carriers to obtain quotes as delegated
  • Composes correspondence to insured and/or underwriters as directed
  • Processes and tracks claims
  • Prepares insurance binders or certificates as directed
Qualifications for account assistant
  • Have earned a Bachelor’s degree
  • 3-6 years of relevant working experience, preferably in an agency environment
  • A good understanding of local media landscape and have established relationships with key media including the dailies, broadcast, trade media and bloggers
  • Experience with business and regional media is a plus
  • Resourceful, creative and sound analytical skills to seek opportunities for clients
  • Basic understanding of social media and knowledge of the workings of various platforms such as Facebook, Twitter, LinkedIn, Instagram and YouTube
4

Account Assistant Job Description

Job Description Example
Our company is looking for an account assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account assistant
  • Assist with monthly digital distribution of HBO images for marketing use
  • Act as account financial analyst
  • Act as team leader/project coordinator for specified accounts
  • Provide customer related support to ensure that the client accounts are supported
  • Serve as liaison with clients relative to assignments and administrative matters, including being available to respond to inquiries or receive new client assignment requests
  • Responsible for ensuring that client remains current in regards to their accounts
  • Liaison with relevant departments to ensure maximal returns for the client
  • Process lease documents review accuracy of lease abstractions
  • Assist with lease renewals, new leases, sub-leases, and lease terminations
  • Assist with problem-solving and trouble-shooting issues as they arise from account activity
Qualifications for account assistant
  • 100% ownership of tasks assigned, complete assignments, meet deadlines
  • Ability to wear many "hats" for a varied portfolio of clients and apply good time management for high productivity in a fast paced environment
  • HAVO/VWO/MBO/HBO degree
  • Preferably a minimum of 2 - 3 years relevant working experience
  • The employee must be able to concentrate on details, work under deadlin
  • Must be hard-working, enthusiastic and a fast learner
5

Account Assistant Job Description

Job Description Example
Our innovative and growing company is looking for an account assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account assistant
  • Maintain all transaction files and databases
  • Prepare project closeout files for completed transactions
  • Answer inquiries and requests received by phone and e-mail from students, parents or University departments concerning student account activity
  • The Patient Account Assistant posts insurance and patient payments received within the department
  • Post insurance adjustments and identify underpayments and overpayments and report these in a timely manner
  • Identify any inappropriate insurance payments and follow daily system balancing procedures and initiate secondary claims
  • Generate practice management reports and process refunds in system and batch out
  • Research unidentified payments made and perform other related work as requested
  • Provide customer service updates to customers about order/shipment status
  • Review and proof artwork for customers and products
Qualifications for account assistant
  • Strong initiative and ability to manage multiple projects strong follow through
  • Some experience in sales support or related functions is a high advantage
  • Accuracy with careful attention to details
  • Excellent prioritizing and organizational ability
  • Fresh graduate or above in Accounting, Human Resources or business related discipline preferred
  • Knowledge and experience in Oracle or YonYou System preferred

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