Senior Billing Operations Specialist

Mô tả công việc

Oxford Financial Group, Ltd.TM, is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 600 families and institutions in 37 states. An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 30 years, it has special expertise in alternative investments and private equity. Oxford Financial Group, Ltd. is searching for a Senior Billing Operations Specialist. This associate is responsible for invoicing and billing cash receipts as well as, assisting with internal and external reporting. Duties: • Client Billing • Monthly Reporting • Preparation of Daily Bank Deposits • Accounts Receivable Packet PreparationQualifications: • College degree in Accounting or Finance preferred • Minimum of 3 years experience in Accounts Receivable or other accounting related area • Strong computer proficiency in Excel, Word, MAS90, Revport or other Accounting software • Ability to work in a high stress, fast paced environment • Excellent attention to detail and organizational skills • Excellent verbal and written communication skills with strong interpersonal skills