Investment Consultant supporting clients like pension institutions and companies in asset liability management. Collaborating with global teams for optimal investment strategies in Germany.
About the role
- Financial Services Coordinator responsible for client invoicing and financial account management in Fort Worth, Texas. Requires accounting experience and proficiency in financial software tools.
Responsibilities
- Generate timely and accurate customer invoices monthly.
- Monitor accounts receivable aging report to ensure timely payments.
- Assist in resolving inquiries regarding invoicing and payment process.
- Process weekly and monthly funding.
- Respond to inquiries from guardians and government agencies to ensure smooth financial management for our participants.
- Assist with accounts receivable reconciliation monthly.
- Assist in gathering and compiling data to generate monthly reports.
- Enter client financial accounts in computer system.
- Complete month-end summary reviews of all client funds.
- Set up bank accounts for new clients and communicate information with appropriate parties.
- Perform client finance reconciliation monthly.
- Set up monthly budgets for clients and ensure client needs are funded appropriately.
- Complete federal program/benefit applications on behalf of the client.
- Other duties as assigned.
Requirements
- 2+ years A/R, A/P or other accounting experience required.
- Proficient with Microsoft Office or related software.
- RFMS experience a plus.
- Strong organizational, verbal, and written communication skills.
- Ability to work with a diverse group of individuals.
- Excellent time management skills.
- Ability to work in a fast-paced environment.
- Therap and/or RFMS experience a plus.
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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