200+ applicants

Company

Northwest Asset Management · 1 day ago

Billing Associate

Washington, United States

Full-time

Remote

Entry Level

$50K/yr - $70K/yr

Maximize your interview chances

ConsultingFinance

Insider Connection @Northwest Asset Management

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Accurately input billing data into our billing system to ensure timely and precise invoicing.

Verify the accuracy and integrity of all data within the billing system.

Execute quarterly billing cycles, ensuring all processes are completed in a timely manner.

Maintain comprehensive and accurate records of all billing transactions to support audits and financial reporting.

Generate and distribute detailed billing statements to advisors.

Update and reconcile billing sheets on a quarterly basis.

Collaborate with internal teams to address and resolve any billing issues or discrepancies efficiently.

Other responsibilities as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Accounting experienceBilling experienceWindows-based software

Required

Bachelor’s degree from an accredited college or university required.

Prior experience in accounting or billing, preferably within the investment management industry.

Strong attention to detail and a commitment to accuracy.

Ability to work effectively under pressure with tight deadlines, with attention to detail, and the ability to handle conflict and negotiate resolution.

Ability to be responsible for confidential and time sensitive material.

Proficiency with windows-based software (e.g. Word, Excel, and PowerPoint) and Outlook is required.

Excellent written and verbal communication skills – clear, concise and organized.

Ability to work in a team-based environment, proactively covering and sharing task responsibilities with other team members.

Be self-motivated, show initiative and creativity in all aspects of work (e.g. creating new methods to streamline tasks).

Work independently with little supervision and knows when to ask for guidance, clarification, assistance.

Possess a high level of professionalism, confidentiality, discretion and judgment.

Benefits

Medical, Dental, and Vision insurance: 80% employer paid premiums for employee and 50% employer paid premiums for dependents. Two plan options: High deductible with HSA and low deductible plan.

100% employer paid premium for Group Term life, voluntary employee paid life and AD&D Insurance.

401(k) with 100% company match up to 4% with both Traditional and Roth options.

Voluntary long-term Disability Insurance.

Paid time off: 17 days annually for new hires, two half-days per month, 10 holidays plus 1 floating holiday, birthday leave, bereavement leave, 16 hours per year of volunteer leave.

100% remote work schedule.

Certification and designation sponsorship, tuition reimbursement up to $5000 annually.

Additional benefits: fitness membership reimbursement, internet reimbursement, one month paid sabbatical after 5 years of employment, employee home loan program, donation matching, recognition program, employee referral bonus, and company events.