Accounting Office Assistant

Finance · Green Bay, Wisconsin
Department Finance
Employment Type Full-Time
Minimum Experience Entry-level

Position Summary
The Accounting Office Assistant will be responsible for creating and carrying out processes related to all things corporate credit card related including reconciliation, tracking and fraud detection. In addition, supporting our business office in daily functions. It is highly important to us that we keep our wonderful, unique culture while respecting state rules and regulations. You must be able to handle conflict well and problem solve swiftly. In addition to accounting assistant duties, you will complete assistant tasks related to and requested by the CEO (personal or professional) and Finance Director. This position must be able to handle an array of personalities and maintain complete confidentiality of information.


Employment Status
Non-Exempt


Reports To
Finance Director


Essential Duties and Responsibilities

*This list of duties and responsibility is not all inclusive and may be expanded to include other job-related duties and responsibilities as management may deem necessary from time to time.

Credit Card Responsibilities

  • Reconciliation and tracking of credit card receipts and reports
  • Responsible for creating journal entries to properly record credit card transactions in general ledger
  • Monitor credit cards for fraudulent transactions
  • Handle merchant disputes
  • Track down missing credit cards when needed
  • Verify transactions are paid by the correct company and request reimbursements as needed

Daily/Weekly Tasks

  • Process and mail all checks after they are cut
  • Assist with general operations of the business office
  • Focus on process improvements to ensure records are properly organized and filed
  • Handle and sort all incoming mail
  • Scan items as needed for Finance Coordinator
  • Process Green Bay EOB’s as necessary

Monthly Tasks

  • Process monthly credit splits
  • Verify testing invoices and payments for accuracy
  • ACH payments for franchise fees

Administrative Duties

  • Assist the CEO and Finance Director in various tasks
  • Schedule team meetings as requested
  • Assist Accounting and Business Coordinator with projects as needed
  • Bank deposits when Business Coordinator is unavailable
  • Book business office travel as requested by management
  • Complete business license renewals

Position Requirements

  • Basic understanding of accounting practices and procedures.
  • Excellent organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to follow verbal and written instructions.
  • Ability to type 30 words per minute.
  • Proficient in Microsoft Office Suite or similar software.
  • Experience with accounting software.

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.


Who We Are

At The Wellness Way, we take pride in being different from other companies. We’re an international network of health restoration clinics that think and act differently to solve the health challenges others can’t. We’re a passionate and unapologetic team coming together as a health champion for all and a community for change that is committed to disrupting the standard approach to care so that every person can achieve the total wellness they deserve.


No individual alone teaches the world to Do Health Differently. It takes an entire team of people, united in vision and passion. We believe in the power of personal growth, laughter, and life-long learning. We brainstorm like crazy and drink our weight in kombucha and organic coffee. We hire people who are motivated by our mission and passionate about creating positive change. If being surrounded by smart, ambitious, wellness-minded people while positively impacting the world sounds fun to you, come join us!

Thank You

Your application was submitted successfully.

  • Location
    Green Bay, Wisconsin
  • Department
    Finance
  • Employment Type
    Full-Time
  • Minimum Experience
    Entry-level