Wealth Billing Specialist (Temp-to-Perm) – On-Site PA

TriStarr; Leola (PA); On-site; USD 33,000 - 36,000; Part time

Job summary

TriStarr is seeking a Temporary Accounting/Billing Specialist to support a growing wealth management team in Leola, PA. The role emphasizes hands-on accounting work, billing processing, and maintaining accurate financial records in a professional environment.

You will handle day-to-day billing, accounts payable, reconciliations, and client reporting, collaborating with colleagues to ensure audit-ready cycles.

Qualifications

• 3+ years in accounting, billing, or bookkeeping.
• Strong discretion with confidential information.
• Excellent attention to detail and time management.
• Proficient in Excel and Word; QuickBooks is a plus.
• Education at High School/GED through Bachelor's (varies by background).

Responsibilities

• Support day-to-day billing processes with accuracy.
• Manage accounts payable activities, including invoice handling and payments.
• Help keep financial records organized, timely, and audit-ready.
• Partner with internal team members to ensure smooth accounting workflows.
• Reconcile client investment account statements to systems reporting.
• Calculate billing amounts based on client agreements and billing rates.
• Prepare client reporting as needed.

Skills

Accounting

Billing

Excel

Word

QuickBooks

Attention to detail

Education

High School/GED

Bachelor's

Tools

QuickBooks

Job description

TriStarr is seeking a Temporary Accounting/Billing Specialist to support a growing wealth management team in Leola, PA. The role emphasizes hands-on accounting work, billing processing, and maintaining accurate financial records in a professional environment.

You will handle day-to-day billing, accounts payable, reconciliations, and client reporting, collaborating with colleagues to ensure audit-ready cycles.