Description A billing specialist role managing all aspects of invoicing and accounts receivable. Responsible for day-to-day management of billing data and invoicing while maintaining a high degree of accuracy and completeness. Duties include administrative processes such as new client set-up, processing account changes, generating fees, distributing invoices, processing bulk payments, tracking receivables, following up on outstanding invoices, and assisting with client relations. Key attributes for this role are excellent verbal and written communication, ability to work independently, keen attention to detail, proficiency in Microsoft Excel, and understanding of fiduciary duty. -Needs to be a self-starter and be able to think outside the box to grow the role and consistently look for improvements for processes. -This person will work closely with IT portfolio management system for billing modules. This person will have a lot of contact with clients and partners and will be representing the firm on a face-to-face level. Will work with 3rd parties and direct clients paying fees. Will interact with portfolio managers and clients. Requirements Microsoft Excel, QuickBooks, Client Relations, Ensure Accuracy, 5+ years of experience.
Good EQ and good discretion
Great communication skills verbal and written
Self-starter with trust in themselves that they don’t need a micro-manager.
External communication with colleagues and spending time to invest in relationships internally for more meaningful connections.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
