Billing & Invoice Clerk - Remote
AlTi Tiedemann Global
Date: 4 hours ago
City: Philadelphia, PA
Contract type: Full time
Remote
Company Description
Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.
Job Description
Tiedemann Advisors is seeking an organized and detail-oriented Billing Clerk to join our Finance Team. Reporting directly to the Controller, the Billing Clerk will be responsible for managing daily, monthly, quarterly, and annual accounting tasks, as well as providing support to the Finance Team and the Controller.
Responsibilities Of The Billing & Invoice Clerk
Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.
Job Description
Tiedemann Advisors is seeking an organized and detail-oriented Billing Clerk to join our Finance Team. Reporting directly to the Controller, the Billing Clerk will be responsible for managing daily, monthly, quarterly, and annual accounting tasks, as well as providing support to the Finance Team and the Controller.
Responsibilities Of The Billing & Invoice Clerk
- Invoices customer orders after shipments have left, in accordance with company policies and procedures.
- Communicates with other departments such as Customer Service, Distribution, Accounting, Information Systems and Traffic departments from the other two company facilities.
- Maintains shipping files.
- High school diploma or equivalent
- Proficient computer skills, specifically Microsoft Office programs such as Outlook, Excel, Word, and Access
- Working knowledge of small office equipment such as fax machines, phones, and printers
- Good oral, written, and presentation skills
- Disability insurance
- Work from home
- 401(k) matching
- Life insurance
- Dental insurance
- Vision insurance
- 401(k)
- Health insurance
- Paid time off
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