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Accounts Receivable Specialist
Equity Trust Westlake, OH
$49k-63k (estimate)
Full Time 1 Month Ago
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Equity Trust is Hiring a Remote Accounts Receivable Specialist

*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.

Job Summary

JOB TYPE

Full Time

SALARY

$49k-63k (estimate)

POST DATE

04/06/2023

EXPIRATION DATE

05/23/2024

WEBSITE

trustetc.com

HEADQUARTERS

SIOUX FALLS, SD

SIZE

200 - 500

FOUNDED

1974

TYPE

Private

REVENUE

$5M - $10M

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About Equity Trust

Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.

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The following is the career advancement route for Accounts Receivable Specialist positions, which can be used as a reference in future career path planning. As an Accounts Receivable Specialist, it can be promoted into senior positions as an Accounts Receivable Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Accounts Receivable Specialist. You can explore the career advancement for an Accounts Receivable Specialist below and select your interested title to get hiring information.

If you are interested in becoming an Accounts Receivable Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Accounts Receivable Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Accounts Receivable Specialist jobs

Accounts receivable specialists are members of the organization's finance or accounting department.

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Step 3: View the best colleges and universities for Accounts Receivable Specialist.

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