Job Summary

The Collection Agent is responsible for managing and collecting outstanding accounts receivable for the firm. This role ensures timely follow-up with clients, maintains accurate records, and supports healthy cash flow while preserving strong client relationships in a professional accounting environment.

Key Responsibilities

Accounts Receivable & Collections

• Monitor client accounts to identify outstanding balances and overdue invoices
• Contact clients via email and phone to follow up on unpaid invoices
• Issue reminders, statements, and payment follow-up notices in line with firm policy
• Negotiate payment arrangements when necessary and obtain commitment dates
• Escalate long-outstanding or disputed accounts to management when required

Client Communication

• Maintain professional, courteous, and firm communication with clients
• Address billing queries and coordinate with internal teams to resolve disputes
• Provide clients with copies of invoices, statements, and payment confirmations

Record-Keeping & Reporting

• Maintain accurate records of all collection activities and client communications
• Update accounting systems with payments, notes, and collection statuses
• Prepare weekly and monthly aging reports and collection summaries
• Track key receivable metrics (DSO, overdue balances, collection trends)

Internal Coordination & Compliance

• Work closely with accounting, payroll, and client service teams
• Ensure compliance with firm policies and ethical collection standards
• Support month-end and year-end receivables reconciliation

Required Qualifications

• Diploma or Associate Degree in Accounting, Finance, Business Administration, or related field
• Minimum 1–2 years’ experience in collections, accounts receivable, or accounting support
• Strong understanding of invoicing, payment terms, and aging reports
• Proficiency in accounting software and Microsoft Excel

Key Skills & Competencies

• Excellent verbal and written communication skills
• Strong negotiation and follow-up abilities
• High attention to detail and accuracy
• Ability to manage multiple accounts and deadlines
• Professional, tactful, and client-focused approach
• Confidentiality and ethical handling of financial information

Preferred Qualifications

• Experience in an accounting, audit, or professional services firm
• Familiarity with local tax or regulatory environments
• Knowledge of accounting systems such as QuickBooks, Sage, or similar

Performance Indicators

• Reduction in outstanding receivables and overdue balances
• Timeliness and accuracy of reporting
• Quality of client communication and issue resolution

Adherence to firm policies and collection procedures