Billing Specialist – Wealth Solutions

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $27 - $31 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📊 Billing Specialist

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Provide daily, ongoing accounts receivable support within Wealth Solutions, Tax Department. • Track, report, and update accounts receivable. • Support department leadership with a weekly revenue/collection snapshot. • Update procedures and assure accuracy and data integrity. • Communicate and collaborate with employees, managers, clients, and vendors; resolve issues or conflicts. • Create, document, and share invoices as tax returns are completed. • Collect and manage client authorizations and signatures for financial account debits. • Support clients with making payments when needed. • Work with the accounting team on billing inquiries, exception requests, financial account debit requests, and discrepancies. • Manage accounts receivable reports and follow up on outstanding invoices. • Maintain billing data integrity and accurate records across platforms. • Reconcile tax cash receipts, apply payments to invoices in CCH, and record payment activity accurately in NetSuite. • Track and manage acquisition fees, including platform fee alignment. • Perform other duties as needed.

🎯 Requirements

• Bachelor's degree or equivalent experience. • 2+ years of experience in finance-related roles. • Excellent analytical, problem-solving, and decision-making skills. • Experience using CCH Practice is a plus • Experience using NetSuite is a plus • Proficiency in MS suite of tools, Salesforce • Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders. • Superior organization skills - highly detailed-oriented, strong multi-tasker, excellent follow-through, meticulous, and a process-driven “thinker” • Client-first attitude, including a passion for providing an excellent client experience • Team player, collaborative, and able to work in concert with others • Availability Monday through Friday from 8AM to 5PM, with occasional early or late hours • Dedicated home office workspace free of interruptions or professional office environment • Ability to travel up to 20% of the time

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing • Incentive compensation eligibility

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