Overview
The organization is seeking a Coordinator, Business Services to support client report requests and back-office accounting tasks. This role assists with report retrieval using Grasp (online reporting tool) and Trams (back-office system). The coordinator will also reconcile credit cards on behalf of clients and work 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 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
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 (e.g., sum formulas, formatting)
- Ability to take guidance, meet deadlines, and collaborate with others
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
Not specified in the provided job description.
Equal Opportunity Statement
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 the ADA and applicable state or local laws.