RemotevilleRemote Billing Associate Job in New York, NY Cerity Partners
Billing Associate Cerity Partners
$50000 - $65000
Accounts ReceivableAttention To DetailBusiness Process ImprovementClient BillingFinanceInvestmentsPortfolio ManagementSkilled Multi-TaskerWealth Management Services
Junior (1-2 years) - Mid-level (3-4 years)
New YorkNY
All the experts. One point of contact. Objective financial advice. Tailored to you.
1030+ employees
B2BFinanceConsultingWealth Management
Open for applications
Role
Who you are
- Bachelor’s Degree in Finance Accounting or related field.
- 2-4 years of experience in billing or accounting.
- Strong proficiency in Microsoft Excel and familiar with portfolio accounting systems like Orion and Addepar.
Desirables
- Attention to Detail
- Self-Starter
- Multitasking
What the job involves
- Execute and manage various client billing functions.
- Prepare and send out billing to clients.
- Collaborate with teams across the organization to enhance billing procedures.
Company
Company mission
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice, serving high-net-worth individuals, businesses, and non-profit organizations with comprehensive oversight and fiduciary duties.Company values
- Integrity
- Collaboration
- Accountability
- Client-focused