Collections & AR Assistant

The Billing Assistant provides overall administrative support to the accounting and administration
teams and are responsible for semi-monthly billing runs collections and other initiatives across the
firm. They ensure billing and related reports adhere to firm standards according to policies and
procedures in place

Success Factors

Responsibilities

• Monthly billing from the 1st of the month through the billing deadline; format and edit bills in the system, finalize, and email/mail accordingly
• Print statements at the end of the month, mail or email as instructed
• Manual billing as needed and run final billing for mailing upon approval
• Set up of new clients in billing and data management system and communicate completion to requester
• Enter all client change of address in billing system
• Fill out appropriate forms for charge-offs and refund requests and submit to finance department for approval/processing
• Run billing-related reports for staff
• Support leaders and RKL team with administrative duties as needed
• Other duties as assigned

People Management/Relationships

• Take initiative to be a team lead (proactively seek opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions

Business Growth (if applicable)

Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Excellent organizational skills and a strong attention to detail
• Ability to format information as requested in Excel, Word and PowerPoint and leverage internal systems
• Knowledge of general office methods and procedures, filing, telephone support, scanning and office equipment
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities
• Excellent attention to detail and deadlines with the ability to manage multiple projects at once

Education, Experience and Certifications

• Associate's degree or commensurate experience
• 2+ years' experience in an accounts receivable or administrative function with billing responsibilities
• Prior financial or professional services industry knowledge preferred

Essential Functions

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients and events as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:
$20.00 - $28.00