Overview
This role supports business services and reporting operations by assisting with client report requests, reconciling credit cards on behalf of clients, and maintaining accurate back-office data. The Coordinator will work 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
- Produce customized reports in Grasp and Excel in collaboration with Reporting Analysts
- 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
- Strong ability to take guidance, meet deadlines, and collaborate with others
- Basic Excel skills, including sum formulas and formatting
Compensation & Benefits
- Competitive salary, commensurate with experience, plus a generous benefits package including medical, dental, vision, life, and disability insurance
- Paid time off and 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
This role is subject to local employment requirements and pay thresholds. The hourly rate shown reflects the prevalent current hiring range for this position and may vary based on location and job-related qualifications, knowledge, skills, and experience.