Billing Specialist
Overview :
We are looking for a detail orientated individual to join our Wealth Management Finance team. As a Billing Specialist you will provide billing support to our clients and internal team members.
If working with numbers and data excites you, then this could be the perfect opportunity for you.
What you’ll do :
- Maintain billing database
- Research and respond to billing inquire
- Assist with monthly billing processes and sending client statements
Experience you’ll bring :
- 1 to 3 years previous experience in banking / accounting / financial services
- Strong organizational skills : capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
- Detail oriented, motivated, dependable, and quality oriented
- Ability to working independently, but also as a collaborative team member
- Provide support to other team members when needed
Bonus Points :
- Bachelor of Accounting degree strongly desired
- QuickBooks experience
What you’ll get :
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and even an on-site primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- After hours employee events and so much more!
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