Billing Representative
2 weeks ago
Quest Trust Company is a premier Self-Directed IRA custodian that administers IRAs for the purpose of investing in alternative investments, like real estate, notes, oil and gas, private placements, and more_
**OVERVIEW**:
**RESPONSIBILITIES**:
- As the _Billing Representative_, you’ll be responsible for:_
- **_Processing_**_ daily transactions via credit card payments, check, and PayPal payments_
- **_Reviewing/ Researching_**_ accounts to identify best fee plan and system errors_
- **_Processing_**_ refunds, voids, and credit for future fees as needed with manager approval_
- **_Generating _**_statements and TNET tasks including closing/opening accounts and changing fee plans and fee methods_
- **_Performing _**_other job-related duties as required_
**REQUIREMENTS**:
- To be considered for the role of Billing Representative, here are the skills we’re looking for:_
- **_Previous customer service experience _**_(a minimum of 6 months to 1 year of directly job-related experience recommended)_
- **_Previous billing/collections experience _**_(a minimum of 6 months to 1 year of directly job-related experience recommended)_
- **_Time-management skills _**_with the ability to organize and prioritize tasks_
- **_Proficiency with Microsoft Office Suite _**_(Word, Excel, PowerPoint, Outlook, Teams)_
- **_Attach screenshot of results to resume_**
- **_Adaptable _**_and able to work well in a team environment_
- **_Salesforce _**_platform or compatible CRM experience preferred_
**EDUCATION & EXPERIENCE**:
- _A high school diploma is required_
- _An Associate degree is preferred_
- _A minimum of 6 months to 1 year of directly experience recommended_
- We believe that by building a diverse and inclusive workforce, we can better serve our clients, our industry, and our community. We seek to attract and retain the best talent from a variety of backgrounds and perspectives and are committed to providing a supportive and inclusive environment where all employees can thrive._
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