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Expense Associate
4 months ago
Job Title: Expense Associate
Location: Columbus, OH – 43219 | Hybrid Role
Duration: 3 months contract
Job Description:
# 3 days Office, 2 days remote - Need 2 Monitors to work remotely.
# Document Processing / Reviewing Experience is Required
# Spanish is Preferred
Our Client seeks qualified candidates to join the Expense Team, reviewing and approving Travel & Entertainment expense reports for our field partners. The Expense Associate will work closely with our field partners to ensure T&E expense activity has been appropriately reviewed and approved to policy. The Expense Associate will report directly to their respective Expense Approval Manager. The Expense Associate will interact with the field and the Expense Team to resolve issues encountered during the expense review and approval process.
Responsibilities:
• Review and approve T&E expense reports timely and accurately to both policy and firm procedure
• Provide world-class customer service to both field facing and internal counterparts in all interactions
• Research and resolve problems and deficiencies in a timely manner
• Ability to handle a high volume of requests in a fast-paced environment
• Proactively participate in all training and education programs to maintain current status on policies, procedures and risk awareness
• Apply critical thinking when making decisions on items to evaluate risk and client experience
• Other duties and responsibilities as needed
Experience:
• Industry or applicable experience preferred, specifically with expense reports or travel & entertainment
• Experience working with policy/procedures helpful
Skills:
• Excellent interpersonal and client service skills
• Effective written and verbal communication skills
• Strong attention to detail and excellent judgement
• Exceptional organization and follow-up skills
• Ability to prioritize and multi-task
• Ability to research and resolve problems and service inquiries and escalate issues where appropriate
• Strong computer skills including Microsoft Office Suite
• Team player with the ability to collaborate with others
• Self-motivated with ability to work in a fast-paced environment
• Bi-Lingual speaking and reading may be helpful but not a requirement (Spanish and/or Portuguese)
Education:
• HSD