Finance Concierge Specialist

Novuskin Med Spa; United States; On-site; USD 42,000 - 66,000; Full time

Job summary

Novuskin Med Spa is seeking a Finance Concierge Specialist to manage all transactions, ensure policy compliance, and support revenue growth. This role interfaces with customers, signs membership agreements, and safeguards payment data.

Responsibilities include handling credit transactions, managing accounts, producing reports, and ensuring timely deposits. Strong Excel skills and confidentiality are required, with some evenings/weekends possible.

Qualifications

• Must be highly accurate with data entry and transaction processing.
• Experience with collections or receivables is a plus.
• Spanish speaking is preferred but not required.

Responsibilities

• Handle credit transactions and deposits.
• Produce daily, weekly and monthly transaction reports.
• Maintain accurate member payment information and agreements.
• Explain terms and conditions and assist with payment plans.

Skills

Spanish speaking

Attention to detail

Excel proficiency

Tools

Microsoft Office

Job description

Finance Concierge Specialist

As a Finance Concierge Specialist, you will be responsible for processing all transactions accurately and efficiently in accordance with established policies and procedures. You will play a fundamental role in achieving our customer satisfaction and revenue growth objectives. This position is customer‑facing; you will work with other staff members in initiating the signing of membership agreements and will be responsible for the accuracy of members agreements and payment information.

Responsibilities

• Handle credit transactions
• Deal with banks and credit companies
• Perform credit checks – speak to banks and credit companies
• Handle sensitive data
• Data entry of customer information
• Manage customer details including all transactions
• Manage money, payment plans and finances
• Confidently collate reports and invoices
• Issue receipts and refunds
• Produce daily, weekly and monthly reports of all transactions
• Maintain tidy and professional workspace
• Pleasantly deal with customers to ensure satisfaction – handle questions and complaints
• Explain in detail all terms and conditions
• Collect monies on accounts that are delinquent or late with payment
• Follow up with clients concerning signature and information needed on their account
• Ensure that credit applications are entered correctly and signed by the clients
• Ensure timely payment on account by clients
• Data entry into the system updating payment information and personal information of the client
• Ensure that deposits are made on a timely basis
• Count cash drawer and petty cash box daily
• Close out Cash Register nightly

In addition, this position will work closely with Accounting and Collections to ensure that all payments are made on time and documentation is completed.

Requirements

• Spanish speaking – preferred
• Highly efficient in dealing with banks and credit companies
• Time management skills
• Detail‑oriented
• Trustworthy and maintains confidentiality
• Computer literate (proficient in Microsoft Office, specifically Excel)
• Professional appearance
• Solid communication skills, both written and verbal
• Resourceful and proactive in dealing with issues that may arise
• Organizational, multitasking, prioritization, and ability to work under pressure
• Passionate, quick thinker, attentive to detail, and an effective problem solver
• Flexible work hours (evenings & weekends)
• Proven experience with collections