Job Overview
We are seeking a dynamic and detail-oriented Billing & Corporate Operations Specialist to join our team. In this vital role, you will oversee the accurate processing of billing activities, manage corporate financial operations, and ensure compliance with industry standards and internal policies. Your expertise will help streamline financial workflows, enhance client satisfaction, and support the overall efficiency of our corporate functions. This position offers an exciting opportunity to contribute to a fast-paced environment where precision, analytical skills, and proactive communication are essential for success.
Responsibilities
- Effectively answer phones and transfer to Kingsview branch offices in a professional and kind manner.
- Utilize Excel data analysis, spreadsheets, and formulas to generate reports, monitor financial metrics, and support decision-making processes.
- Collaborate with internal teams such as Advisor branch offices, internal departments and corporate office.
- Support data entry tasks related to Advisor billing establishment while ensuring high levels of accuracy.
- Assist in the preparation of month-end closing processes including account reconciliation, billing deadlines and audit documentation.
- Account opening at custodian level, client requested ACH transactions, and other related tasks.
Requirements
- Proven experience in customer support roles with familiarity in public data entry or corporate environments.
- Ability to perform detailed data entry accurately using 10 key typing skills; familiarity with Excel data analysis is a plus.
- Strong organizational skills with the ability to handle multiple tasks efficiently in a fast-paced environment.
- Excellent communication skills via phone etiquette and client interaction; professional demeanor is essential.
- Analytical mindset with the ability to perform account reconciliation, analyze financial data, and generate insightful reports.
Join us as a Billing & Corporate Operations Specialist if you thrive in a detail-driven environment where your expertise directly impacts operational success!
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Tuition reimbursement
- Vision insurance
Work Location: In person
