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Billing Associate

Skills
Accounts ReceivableAttention To DetailBusiness Process ImprovementClient BillingFinanceInvestmentsPortfolio Management
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 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.

Nice to have

  • Attention to Detail
  • Self-Starter
  • Multitasking

Day to day

  • Execute and manage various client billing functions.
  • Prepare and send out billing to clients.
  • Collaborate with teams across the organization to enhance billing procedures.