Billing & Compensation Specialist

Description

We are in search of a Billing and Compensation Specialist, a vital role within our industry. The position is based near Parsippany, New Jersey, and offers an exciting opportunity to be part of our dynamic and growing team. As a Billing and Compensation Specialist, you will have the responsibility of maintaining customer records, resolving customer inquiries, and processing customer applications.

Responsibilities:

- Execute heavy data entry tasks with precision and efficiency

- Utilize software tools to locate necessary documents for basic account maintenance

- Conduct tasks related to account billing, ensuring accuracy and efficiency

- Proactively manage emails and meeting tasks

- Provide support for transitions, including the transfer of business books

- Prepare, audit, and forward all advisor commissions for review

- Perform semi-monthly commission cycle processing, including auditing, importing, reconciliation, and presentation for controller review

- Carry out quarterly duties including forecasting, cash funding, generation processing, submission and resubmissions, and communication about rejections

- Handle responsibilities related to AR Entries and Payroll management

- Assist another Billing Coordinator in managing the tasks mentioned above

Skills:

- Proficiency in Accounting Software Systems and CRM

- Knowledge of Accounting Functions and Full Cycle Payroll

- Experience with Accounts Receivable (AR) and Accounts Payable (AP)

- Familiarity with Auditing and Billing Functions

Requirements

Candidates applying to this position should have the following:

- Minimum of 5 years of experience in a similar role within billing or general accounting

- Professional Services industry exposure required, wealth management preferred

- Experience with Customer Relationship Management (CRM) systems as well as industry specific system, Orion

- Knowledge of accounting functions including Accounts Receivable (AR), Accounts Payable (AP), and auditing

- Familiarity with billing functions and full cycle payroll

- Ability to analyze financial data and prepare financial reports

- Strong knowledge of billing and financial concepts

- Excellent attention to detail and organizational skills

- Strong communication skills, both written and verbal

- Ability to work independently and as part of a team

- Bachelor's degree in Accounting, Finance or related field preferred but not required.

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) .