Billing Coordinator

2 weeks ago


Reno, United States Dunham & Associates Investment Counsel, Inc. Full time
Job DescriptionJob Description

BILLING COORDINATOR

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999. The firm also has executive offices in Loveland, Colorado and Las Vegas, Nevada.

The Billing Coordinator is responsible for providing accounting, administrative support and overseeing the billing process for DTC.

This is not a remote or hybrid opportunity, the position requires Reno local residency and in-office work. We are not able to sponsor visas at this time.

Essential Functions: (Primary responsibilities)

  • 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;

Secondary Functions:

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

Education Required:

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

Experience Required:

  • 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.

Special Skills Required:

  • 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 offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Health & Welfare

Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac

Other Great Benefits

401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

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