Billing Specialist - Finance and Investment Industry Opportunity


: $91,085.00 - $129,700.00 /year *

Employment Type

: Full-Time


: Accounting

This Billing Specialist is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans.Essential Duties and Responsibilities:Prepare fee processing requests based on service and compensation agreement terms.Handle special invoice and manual invoice requests.Reconcile any payments received by check and process to lockbox.Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees.Reconcile final payments prior to plan liquidations.Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests.Assist with updating address/phone changes, update billing systems as needed.Assist with client collections by phone and/or emailPerform other duties and special projects as assigned by management.We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.Minimum Requirements:3-5 years experience with PCs and MS Office software applicationsExperience with QuickBooks is preferred but not required.Detail oriented with strong organizational and time management skills.Strong written and verbal communication skillsStrong interpersonal skills with internal and external clientsAbility to handle multiple priorities and meet deadlinesAbility to work independently as well as with a team in a fast-paced environment.Basic understanding of auditing concepts, account reconciliation skills and math skills.Proven problem solving skills, along with an ability to quickly comprehend and analyze data.Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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