Billing Coordinator

• Process bills to pay for Trust and Guardian divisions;
• Process outgoing ACHs, wires, checks, etc.;
• Generate invoicing for Guardian and Case Management services;
• Perform discharge accountings and closing of accounts;
• Perform annual court accountings and coordinate with Attorneys and Guardians;
• Process any incoming payments;
• Assist with reviewing daily transactions;
• Assist with filing documentation in Laserfiche;
• Reconciliation of Amex and mileage charges and billing to client accounts;
• Assist operations team with other projects as needed;
• Other duties as assigned;

• Answer phones;
• Process incoming mail;
• Assist other staff members in the office, as needed.

• High School diploma or GED required;
• AA in Accounting or another related field preferred.

• 2-3 years’ experience of working as a Billing Coordinator or other similar position;
• Bookkeeping experience is a plus;
• Excellent organizational and time management skills with outstanding attention to detail;
• Excellent written and verbal communication skills;
• Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
• Salesforce or other CRM experience preferred.

• Attention to detail and excellent problem-solving skills;
• Accurate data entry skills;
• Strong written and oral communication skills;
• Ability to maintain positive working relationships with staff, internally and externally;
• Ability to work independently and take initiative.

Dunham & Associates Investment Counsel, Inc.