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Become A New Accounts Specialist

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Working As A New Accounts Specialist

  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Mostly Sitting

  • Repetitive

  • $42,000

    Average Salary

What Does A New Accounts Specialist Do

Bookkeeping, accounting, and auditing clerks produce financial records for organizations. They record financial transactions, update statements, and check financial records for accuracy.

Duties

Bookkeeping, accounting, and auditing clerks typically do the following:

  • Use bookkeeping software, online spreadsheets, and databases
  • Enter (post) financial transactions into the appropriate computer software
  • Receive and record cash, checks, and vouchers
  • Put costs (debits) and income (credits) into the software, assigning each to an appropriate account
  • Produce reports, such as balance sheets (costs compared with income), income statements, and totals by account
  • Check for accuracy in figures, postings, and reports
  • Reconcile or note and report any differences they find in the records

The records that bookkeeping, accounting, and auditing clerks work with include expenditures (money spent), receipts (money that comes in), accounts payable (bills to be paid), accounts receivable (invoices, or what other people owe the organization), and profit and loss (a report that shows the organization’s financial health).

Workers in this occupation have a wide range of tasks. Some are full-charge bookkeeping clerks who maintain an entire organization’s books. Others are accounting clerks who handle specific tasks.

These clerks use basic mathematics (adding, subtracting) throughout the day.

Bookkeeping, accounting, and auditing clerks use specialized computer accounting software, spreadsheets, and databases to enter information from receipts or bills. They must be comfortable using computers to record and calculate data.

The widespread use of computers also has enabled bookkeeping, accounting, and auditing clerks to take on additional responsibilities, such as payroll, billing, purchasing (buying), and keeping track of overdue bills. Many of these functions require clerks to communicate with clients.

Bookkeeping clerks, also known as bookkeepers, often are responsible for some or all of an organization’s accounts, known as the general ledger. They record all transactions and post debits (costs) and credits (income).

They also produce financial statements and other reports for supervisors and managers. Bookkeepers prepare bank deposits by compiling data from cashiers, verifying receipts, and sending cash, checks, or other forms of payment to the bank.

In addition, they may handle payroll, make purchases, prepare invoices, and keep track of overdue accounts.

Accounting clerks typically work for larger companies and have more specialized tasks. Their titles, such as accounts payable clerk or accounts receivable clerk, often reflect the type of accounting they do.

The responsibilities of accounting clerks frequently vary by level of experience. Entry-level accounting clerks may post details of transactions (including date, type, and amount), add up accounts, and determine interest charges. They also may monitor loans and accounts to ensure that payments are up to date.

More advanced accounting clerks may add and balance billing vouchers, ensure that account data are complete and accurate, and code documents according to an organization’s procedures.

Auditing clerks check figures, postings, and documents to ensure that they are mathematically accurate and properly coded. They also correct or note errors for accountants or other workers to fix.

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How To Become A New Accounts Specialist

Most bookkeeping, accounting, and auditing clerks need some postsecondary education and also learn some of their skills on the job. They must have basic math and computer skills, including knowledge of spreadsheets and bookkeeping software.

Education

Employers generally require bookkeeping, accounting, and auditing clerks to have some postsecondary education, particularly coursework in accounting. However, some candidates can be hired with just a high school diploma.

Training

Bookkeeping, accounting, and auditing clerks usually get on-the-job training. Under the guidance of a supervisor or another experienced employee, new clerks learn how to do their tasks, including double-entry bookkeeping. In double-entry bookkeeping, each transaction is entered twice, once as a debit (cost) and once as a credit (income), to ensure that all accounts are balanced.

Some formal classroom training also may be necessary, such as training in specialized computer software. This on-the-job training typically takes around 6 months.

Licenses, Certifications, and Registrations

Some bookkeeping, accounting, and auditing clerks become certified. For those who do not have postsecondary education, certification is a particularly useful way to gain expertise in the field. The Certified Bookkeeper (CB) designation, awarded by the American Institute of Professional Bookkeepers, shows that those who have earned it have the skills and knowledge needed to carry out all bookkeeping tasks, including overseeing payroll and balancing accounts, according to accepted accounting procedures.

For certification, candidates must have at least 2 years of full-time bookkeeping experience or equivalent part-time work, pass a four-part exam, and adhere to a code of ethics.

The National Association of Certified Public Bookkeepers also offers certification. The Uniform Bookkeeper Certification Examination is an online test with 50 multiple-choice questions. Test takers must answer 75 percent of the questions correctly to pass the exam.

Advancement

With appropriate experience and education, some bookkeeping, accounting, and auditing clerks may become accountants or auditors.

Important Qualities

Computer skills. Bookkeeping, accounting, and auditing clerks need to be comfortable using computer spreadsheets and bookkeeping software.

Detail oriented. These clerks are responsible for producing accurate financial records. They must pay attention to detail in order to avoid making errors and recognize errors that others have made.

Integrity. Bookkeeping, accounting, and auditing clerks have control of an organization’s financial documentation, which they must use properly and keep confidential. It is vital that they keep records transparent and guard against misappropriating an organization’s funds.

Math skills. Bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic.

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New Accounts Specialist jobs

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New Accounts Specialist Career Paths

New Accounts Specialist
Human Resources Coordinator Specialist
Account Manager
5 Yearsyrs
Accounts Payable Clerk Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Billing Specialist Specialist Account Manager
Area Manager
7 Yearsyrs
General Manager Security Officer Night Auditor
Assistant General Manager
5 Yearsyrs
Account Manager Account Executive Sales Manager
Branch Manager
6 Yearsyrs
Operations Specialist Project Manager Program Manager
Business Development Manager
9 Yearsyrs
Accounts Payable Clerk Billing Specialist Collector
Collections Manager
5 Yearsyrs
General Manager Finance Advisor Senior Loan Officer
Credit Manager
5 Yearsyrs
Account Executive Regional Sales Manager
Director Of Sales
10 Yearsyrs
Operations Specialist Operations Manager General Manager
District Manager
7 Yearsyrs
Account Executive Sales Manager
General Manager
7 Yearsyrs
Account Manager Sales Manager
Office Manager
5 Yearsyrs
Specialist Analyst Business Analyst
Product Manager
7 Yearsyrs
Human Resources Coordinator Program Manager General Manager
Regional Manager
8 Yearsyrs
Sales Manager Branch Manager Account Executive
Relationship Manager
6 Yearsyrs
Sales Manager General Manager Account Executive
Sales And Marketing Manager
6 Yearsyrs
Specialist Account Manager Account Executive
Sales Manager
5 Yearsyrs
Office Manager Account Manager
Senior Account Manager
7 Yearsyrs
Office Manager General Manager Account Executive
Territory Manager
7 Yearsyrs
Billing Specialist Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
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New Accounts Specialist Demographics

Gender

Female

64.9%

Male

33.3%

Unknown

1.8%
Ethnicity

White

80.4%

Hispanic or Latino

12.3%

Asian

5.5%

Unknown

1.2%

Black or African American

0.6%
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Languages Spoken

Spanish

65.2%

Portuguese

8.7%

Italian

6.5%

French

4.3%

Bulgarian

2.2%

Hindi

2.2%

German

2.2%

Armenian

2.2%

Tagalog

2.2%

Urdu

2.2%

Arabic

2.2%
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New Accounts Specialist Education

Schools

University of Phoenix

18.5%

University of North Carolina at Greensboro

7.4%

Ashford University

4.9%

Arizona State University

4.9%

Essex County College

4.9%

San Diego State University

4.9%

Utah State University

4.9%

Indiana Wesleyan University

4.9%

University of Northern Colorado

3.7%

University of Akron

3.7%

Mesa Community College - Boswell

3.7%

Auburn University

3.7%

Boise State University

3.7%

University of Alabama at Birmingham

3.7%

University of Texas at Dallas

3.7%

Walden University

3.7%

Palm Beach State College

3.7%

American InterContinental University

3.7%

University of California - Santa Barbara

3.7%

Johnson County Community College

3.7%
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Majors

Business

32.5%

Accounting

8.1%

Psychology

6.0%

Criminal Justice

5.4%

Management

5.1%

Communication

4.8%

Marketing

4.8%

Finance

4.2%

Liberal Arts

3.9%

General Studies

3.3%

Nursing

3.3%

Health Care Administration

3.0%

Human Resources Management

3.0%

Economics

2.1%

Computer Science

1.8%

Education

1.8%

English

1.8%

Real Estate

1.8%

Social Sciences

1.8%

Graphic Design

1.8%
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Degrees

Bachelors

37.5%

Other

29.8%

Masters

13.1%

Associate

12.3%

Certificate

3.8%

Diploma

2.1%

License

1.0%

Doctorate

0.4%
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Top Skills for A New Accounts Specialist

OutstandingCustomerServiceFinancialAdvisorsCreditCardSalesComplianceDataEntryATMCustomerSatisfactionNewCustomersInboundCallsSalesGoalsCustomerAccountsOutboundCallsNewAccountApplicationsHighVolumeAccountMaintenanceNewClientsClientAccountsPotentialCustomersCustomerInformationAccountInformation

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Top New Accounts Specialist Skills

  1. Outstanding Customer Service
  2. Financial Advisors
  3. Credit Card Sales
You can check out examples of real life uses of top skills on resumes here:
  • Received a high call volume/ability to provide outstanding customer service in attempt to resolve all matters.
  • Assist Client Associates and Financial Advisors with questions related to Merrill Lynch products, policies, and procedures.
  • Audit new account documentation for businesses that are opening deposit accounts to ensure accuracy and compliance with bank and government regulations.
  • Completed daily data entry of product pricing to ensure that funds would be traded accurately.
  • Presented treatment plan and financial arrangements

Top New Accounts Specialist Employers