Billing & Reporting Senior - Wealth Advisory - Madison, WI or Monticello, MN
Only for registered members Madison, WI, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
Supports the billing and reporting operations process by invoicing clients, tracking and collecting payments, and ensuring that all invoices are error-free and paid in full.
Responsibilities
- Invoicing/Billing: Sends invoices to clients and tracks and collects client payments.
- Client Account Management: Registers payments and sends correspondence to clients.
- Process Management: Ensures that the automated billing system is operated and maintained in a manner that efficiently produces accurate bills.
- Reporting: Prepares daily, monthly, and other periodic billing summary reports and financial statements.
Qualifications
- 2 years of relevant experience required.
Benefits
- Flexible PTO (designed to offer flexible time away for you)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
Job description
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