Vacancy expired!
- Daily, process new accounts, cancellations, account maintenance updates, supplemental bills, and exception items.
- Participate in mass generation and approval of 20k+ invoices per quarter, ensuring accurate debit of client accounts.
- Monitor production payouts to Financial Advisors and work with appropriate teams to mitigate issues and ensure accurate payouts.
- Maintain the accounts receivable process for Retail SMA.
- Work with SMA business organizations to ensure all one-off exceptions and special procedures are completed accurately.
- Successfully manage time between day-to-day responsibilities and project involvement.
- Identify and drive operational improvement opportunities that lower the risk of errors and increase efficiency of the SMA Billing team.
- Willing to work overtime and weekends when required
- Sophisticated knowledge of Microsoft Office products, including Excel, Outlook, and Word is required. Knowledge of the following systems is a plus: Aladdin, APL, Revport, Oracle AR
- The ideal candidate can work well individually and in a team, has a strong attention to detail, can switch easily between different tasks during the day, and be forward thinking while exhibiting problem solving skills
- Good communication skills
- Must be a great teammate
- Must have a general knowledge of business operations
- Must have good research and analytical skills
- Must be detail oriented
- Education: BA required, specifically in Business Operations or Finance is a plus Skills and Experience:
- BILLING
- Languages: English, Read, Write, Speak
Vacancy expired!