The Billing Assistant provides overall administrative support to the accounting and administration
teams and are responsible for semi-monthly billing runs collections and other initiatives across the
firm. They ensure billing and related reports adhere to firm standards according to policies and
procedures in place

Success Factors

Responsibilities

Monthly billing from the 1st of the month through the billing deadline; format and edit bills in the system, finalize, and email/mail accordingly

Print statements at the end of the month, mail or email as instructed

Manual billing as needed and run final billing for mailing upon approval

Set up of new clients in billing and data management system and communicate completion to requester

Enter all client change of address in billing system

Fill out appropriate forms for charge-offs and refund requests and submit to finance department for approval/processing