Overview
This role supports client reporting and back-office processes by assisting with report requests using internal systems and online tools. Responsibilities include reconciling credit cards on behalf of clients and coordinating with internal stakeholders to ensure timely, accurate outcomes.
Responsibilities
- Complete credit card reconciliations for clients while working with agents and account managers to obtain 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 Grasp 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
- Other duties may be assigned as needed
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
- Basic Excel skills, including sum formulas and formatting
- Ability to take guidance, meet deadlines, and collaborate with others
Preferred Qualifications
- Experience with back-office accounting functions
- Knowledge of Trams/Tres
Compensation & Benefits
- Competitive salary, commensurate with experience, plus a generous 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
Per local requirements and in the interest of transparency, hiring pay rates are based on location and may vary based on job-related qualifications, knowledge, skills, and experience.