What are the responsibilities and job description for the Accounts Receivable Specialist II position at EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES?
Job Details
Description
*This position is located in our Westlake, OH office but eligible for a hybrid remote schedule.
JOB SUMMARY:
The Accounts Receivable Specialist II is responsible for reconciling fees, researching disputes, posting payments, making collection calls, and assisting with billing.
ESSENTIAL FUNCTIONS:
- Assists in assessing of fees.
- Initiates collection calls and receives/responds to client communications regarding fees.
- Processes fee payments via check/credit card and pulls from customer cash.
- Reviews and processes fee waiver/refund requests submitted internally and directly from customers.
- Assists in daily balancing requirements as well as management reporting.
OTHER FUNCTIONS:
- Scans items to bank.
- Maintains stored records of invoices and fee communications.
- Works with accounting on daily postings to the General Ledger.
- Assists as back-up to other functions in Finance.
- Performs other duties as assigned.
QUALIFICATIONS:
Education and Experience:
- Associate’s Degree in Accounting, Finance, or related field; relevant work experience may be considered in lieu of a degree.
- Financial Customer Service experience desired.
- Collections experience preferred.
PROFESSIONAL CERTIFICATION(S):
- None required
TECHNICAL SKILLS
- Intermediate-level proficiency in Microsoft Office.
BEHAVIORAL COMPETENCIES
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
- Attention to Detail.
- Written and Verbal Communication.
- Time Management.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
Qualifications
