Billing Specialist
The Judge Group Inc.

New York, New York

Location: REMOTE
Description: Our client is currently seeking a Billing Specialist Intermediate (3-6 years).

Job Description:

  • Manage operations for the private bank, and interactional trust space.
  • Heavy work load in our interactional space.
  • Responsible for calculating fees and invoicing clients, and collecting the fees from the client & posting the fee.
  • Reviewing fee agreements that we have with the client and ensuring that the fees are being calculated correct, and ensuring
  • Extremely manual process for all invoice creation, document review.
  • Processing invoicing on a daily basis and backlog of invoicing needs help.
  • Fee billing experience would be a extreme plus
  • Understand billing concepts are a must and priority
  • Use excel on a daily basis, lookups, compare reports, pull data into multiple sheets is huge
  • Interact with our trust officers who are our front office counterparts
  • If we get out of the backlog and day to day invoicing, we use them for some UAT testing but or main concern is caught up in our day to day activity.
  • Assign invoices by month: 20-30 fee invoices monthly.
  • Multiple step: review fee agreement, prepare back up documentation, prepare invoice, get invoice reviewed & then upload.
  • Billing/Collection/Invoice background is HUGE
  • Not opposed to admin background that has strong invoicing processing/account receivable background.

This job and many more are available through The Judge Group. Find us on the web at

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