Overview
This role supports business services and reporting needs by assisting with report requests using online reporting and back-office systems. The Coordinator, Business Services also reconciles credit cards on behalf of clients and works closely with the Senior Manager, Business Services and Reporting Analysts to deliver timely, accurate outcomes.
Responsibilities
- Complete credit card reconciliations for clients while coordinating with agents and account managers to obtain required information and meet deadlines
- Serve as the primary point of contact for assigned clients’ ad hoc and routine reporting requests
- Work with Reporting Analysts to produce customized reports using reporting tools and Excel
- Update back-office data to ensure accuracy
- Maintain basic tracking of reporting requests, reconciliation status, and outstanding items
- Use company-approved AI tools to support routine tasks while verifying outputs and protecting confidential information
Requirements
- Ability to develop relationships with people of different experiences and skillsets
- Knowledge of Trams/Tres is preferred
- Excellent communication and interpersonal skills
- Bookkeeping background helpful
- Microsoft Office Suite experience
- Positive, customer-centric attitude
- Ability to take guidance, meet deadlines, and collaborate with others
- Basic Excel skills (e.g., sum formulas, formatting)
Compensation & Benefits
- Competitive salary, commensurate with experience
- Benefits package including medical, dental, vision, life, and disability insurance
- Paid time off
- 401k plan
Hiring Rate Minimum: $42,750 annually (minimum will not fall below the applicable State/local minimum salary thresholds)
Hiring Rate Maximum: $57,000 annually
Location
No location information was provided in the job description.
Equal Opportunity
The organization is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, or genetic information. Reasonable accommodations are available for qualified individuals with disabilities in accordance with applicable law (including the ADA) and state/local requirements.