Billing Assistant

RKL LLP • Lancaster, PA

6d • $20 - $28

About The Position

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.

Requirements

• 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
• Associate’s degree or commensurate experience
• 2+ years’ experience in an accounts receivable or administrative function with billing responsibilities
• 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

Nice To Haves

• Prior financial or professional services industry knowledge preferred

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
• 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
• 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

Benefits

• RKL promotes a recognized culture of health and offers an extensive array of benefits to meet individual lifestyles, including but not limited to medical/dental/vision insurance, life insurance, flexible spending accounts for medical and dependent day care expenses and short-term/long-term disability.
• You’ll also receive competitive paid time off to pursue your interests or rest and recharge, and a 401(k) with employer match and profit-sharing to invest in your future.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree