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Billing Coordinator

Aston Carter

Posted Monday, May 15, 2023

Posting ID: JP-003778186

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El Segundo, CA
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  • Reconciling billing – may have to check account active and consolidate information. for advisory accounts, make sure the financial advisors commissions are accurate
  • Due diligence on advisors pay out
  • Background with a finance company, will be doing billing
  • Working reports, Working emails, Taking phone calls
  • Clean ups due to the conversion
  • Don’t want to over charge our clients, attention to detail
  • Billing process – bills out with manual calculations, attention to detail, someone able and comfortable with multitasking.
  • Software applications – investment systems – citrix, medex, bonus
  • Something more than beginner Excel, intermediate to advanced level in excel used a lot. Calculations used a lot v/xlookups sorting, creating them, pivot tables. Spreadsheet size, 100’s of sheets


  • Billing
  • Client Communication
  • Commissions
  • Reconciling
  • Invoice entry
  • Billing systems
  • Emails
  • Excel

Additional Skills & Qualifications:

  • 1-3 years of experience preferred
  • No education requirement

Please apply if qualified and interested!

Contact Information

Recruiter: Melissa McNall

Phone: +16232592756


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