Billing Associate

Northwest Asset Management; Washington (Washington County); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match up to 4%

Paid time off 17 days/year

Sabbatical after 5 years

Tuition reimbursement up to $5,000

Life insurance fully covered

Disability insurance

Employee events

Job summary

Northwest Asset Management seeks a Billing Associate to join its investment management firm. The role focuses on accurately inputting and maintaining billing data, generating statements, and supporting quarterly billing cycles while coordinating with internal teams to resolve discrepancies. Strong attention to detail and clear communication are essential.

The position offers a competitive salary, annual bonus eligibility, and comprehensive benefits within a collaborative accounting department.

Qualifications

• Bachelor’s degree required.
• Experience in billing or finance preferred but not required.
• Strong attention to detail and accuracy.
• Ability to work under pressure with tight deadlines and handle confidential material.
• Excellent written and verbal communication skills.
• Ability to work in a team-based environment and cover tasks.
• Self-motivated with continuous improvement mindset.

Responsibilities

• Input billing data accurately into the billing system.
• Verify data integrity in the billing system.
• Execute quarterly billing cycles and audits.
• Maintain records of all billing transactions for audits and reporting.
• Generate and distribute detailed billing statements to advisors.
• Update and reconcile billing sheets quarterly.
• Collaborate with internal teams to resolve billing discrepancies.

Skills

Attention to detail

Communication skills

Team collaboration

Conflict resolution

Time management

Discretion/confidentiality

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Office

Job description

Salary: $55,000–$70,000 annually, depending on experience, plus eligibility for an annual performance and profitability bonus.

• Medical, Dental, and Vision insurance: 80% employer paid premiums for employee and 50% employer paid premiums for dependents. Two plan options: High deductible with HSA and low deductible plan.
• 100% employer paid premium for Group Term life, voluntary employee paid life and AD&D Insurance.
• 401(k) with 100% company match up to 4% with both Traditional and Roth options.
• Voluntary long-term Disability Insurance.
• Paid time off: 17 days annually for new hires, two half-days per month, 10 holidays plus 1 floating holiday, birthday leave, bereavement leave, 16 hours per year of volunteer leave, paid parental leave.
• Certification and designation sponsorship, tuition reimbursement up to $5000 annually.
• Additional benefits: fitness membership reimbursement, internet reimbursement, one month paid sabbatical after 5 years of employment, employee home loan program, donation matching, recognition program, employee referral bonus, and company events.

Why Join Us?

Join a collaborative, growing investment management firm where your work directly supports our advisors and clients. As a Billing Associate, you'll play an important role in maintaining accurate billing operations while working with a supportive, team-oriented accounting department. If you're detail-oriented, enjoy solving problems, and want opportunities to improve processes, we'd love to hear from you.

Job Summary

The Billing Associate will be responsible for accurately inputting and maintaining billing data within our system, ensuring precise invoicing and record-keeping. This role involves generating billing statements, running quarterly billing cycles, and collaborating with internal teams to resolve any discrepancies. The ideal candidate will demonstrate strong attention to detail and effective communication skills to support our financial operations.

Requirements and Qualifications

• Bachelor’s degree from an accredited college or university required.
• Prior experience in billing or finance within the investment management industry preferred but not required.
• Strong attention to detail and a commitment to accuracy.
• Ability to work effectively under pressure with tight deadlines, with attention to detail, and the ability to handle conflict and negotiate resolution.
• Ability to be responsible for confidential and time sensitive material.
• Strong Microsoft Excel skills and proficiency with Microsoft Office.
• Excellent written and verbal communication skills – clear, concise and organized.
• Ability to work in a team-based environment, proactively covering and sharing task responsibilities with other team members.
• Self-motivated with a continuous improvement mindset and a willingness to identify opportunities to streamline processes.
• Ability to work independently while exercising sound judgment and seeking guidance when appropriate.
• Possess a high level of professionalism, confidentiality, discretion and judgment.

Duties and Responsibilities

The Billing Associate can expect to focus on the following areas:

• Accurately input billing data into our billing system to ensure timely and precise invoicing.
• Verify the accuracy and integrity of all data within the billing system.
• Execute quarterly billing cycles, ensuring all processes are completed in a timely manner.
• Perform quarterly billing audits to verify accuracy, identify discrepancies, and ensure compliance with established procedures.
• Maintain comprehensive and accurate records of all billing transactions to support audits and financial reporting.
• Generate and distribute detailed billing statements to advisors.
• Update and reconcile billing sheets on a quarterly basis.
• Collaborate with internal teams to address and resolve any billing issues or discrepancies efficiently.
• Other responsibilities as assigned.

We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by applicable law.