Receptionist/Assistant Bookkeeper at Cypress… · Appleton

Summary: Cypress Homes, Inc. is a custom homebuilder located in Appleton, WI, seeking a Receptionist/Assistant Bookkeeper. The role involves providing administrative and bookkeeping support while being the welcoming face of the company, ensuring efficient office operations and financial accuracy.

Responsibilities:
- Greet and assist visitors in a friendly and professional manner
- Answer, screen, and direct incoming telephone calls
- Manage incoming and outgoing mail, deliveries, and packages
- Maintain a clean, organized, and welcoming front office and design area
- Coordinate appointments and meetings and assist with calendar maintenance
- Copy, bind, and distribute project contracts
- Create project files and maintain blueprint and document-storage areas
- Keep office supplies stocked and organized
- Assist departments with mailing, research, scanning, copying, filing, and other administrative projects
- Provide occasional executive or personal-assistant support, such as research and coordination of small projects
- Enter project bills, recurring operational bills, and credit-card charges
- Match receipts to credit-card statements and research discrepancies
- Assist with vendor-statement reviews and research aging balances
- Prepare project draws and update project cost breakdowns for review
- Reconcile, scan, label, attach, and file paid draw documentation
- Create and update vendor and customer profiles
- Enter approved project change orders
- Gather, organize, verify, and prepare completed job files for storage
- Collect and maintain vendor certificates of insurance
- Maintain drafting-agreement, billing, and builders' risk insurance logs
- Follow up with staff regarding missing documentation
- Assist with preparation for insurance audits
- Support sister companies with accounts receivable, accounts payable, bank reconciliations, and client or vendor communication

Required Qualifications:
- Friendly, professional, and comfortable serving as the first point of contact for visitors and callers
- Strong organizational and multitasking skills
- Careful attention to detail and accuracy when handling financial information
- Strong written and verbal communication skills
- Comfortable following established processes and maintaining organized records
- Proficiency with Microsoft Office
- High school diploma required

Preferred Qualifications:
- Bookkeeping, accounting support, or QuickBooks experience is helpful but not required
- Experience with accounts payable, accounts receivable, reconciliations, or construction accounting is a plus
- One to three years of administrative, receptionist, bookkeeping, or office-support experience preferred
- Positive, dependable, team-focused attitude and willingness to learn

Required Skills: Microsoft Office, Bookkeeping, QuickBooks, Accounts Payable, Accounts Receivable, Bank Reconciliations, Construction Accounting

Benefits: Paid holidays and generous PTO, 401(k) with company match, Health, dental, and vision insurance options, Company-paid life, short-term disability, long-term disability, and AD&D insurance, Supportive, collaborative, and high-energy work environment, Opportunities for professional growth and expanded responsibilities