Billing & Invoice Clerk - Remote

AlTi Tiedemann Global; Springfield (MO); Remote; USD 30,000 - 45,000; Full time

Job summary

A leading independent investment and wealth advisor is seeking a detail-oriented Billing Clerk to support their Finance Team. The role involves managing accounting tasks, invoicing customer orders, and ensuring effective communication across departments. Candidates should possess a high school diploma and proficiency in Microsoft Office applications, along with strong communication skills.

Benefits

Disability insurance

Work from home

401(k) matching

Life insurance

Dental insurance

Vision insurance

Health insurance

Paid time off

Qualifications

• High school diploma or equivalent.
• Proficient in Microsoft Office programs.
• Good oral, written, and presentation skills.

Responsibilities

• Invoice customer orders after shipments.
• Communicate with departments such as Customer Service and Distribution.
• Maintain shipping files.

Skills

Proficient computer skills

Oral communication skills

Written communication skills

Presentation skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Small office equipment

Job description

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

Tiedemann Advisors is seeking an organized and detail-oriented Billing Clerk to join our Finance Team. Reporting directly to the Controller, the Billing Clerk will be responsible for managing daily, monthly, quarterly, and annual accounting tasks, as well as providing support to the Finance Team and the Controller.

Responsibilities Of The Billing & Invoice Clerk

• Invoices customer orders after shipments have left, in accordance with company policies and procedures.
• Communicates with other departments such as Customer Service, Distribution, Accounting, Information Systems and Traffic departments from the other two company facilities.
• Maintains shipping files.
  
  

Required Qualifications of the Billing & Invoice Clerk:

• High school diploma or equivalent
• Proficient computer skills, specifically Microsoft Office programs such as Outlook, Excel, Word, and Access
• Working knowledge of small office equipment such as fax machines, phones, and printers
• Good oral, written, and presentation skills
  
  

Benefits

• Disability insurance
• Work from home
• 401(k) matching
• Life insurance
• Dental insurance
• Vision insurance
• 401(k)
• Health insurance
• Paid time off