Reconciliation Specialist
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Job Summary
To support the reconciliation of client accounts, the full-time remote Reconciliation Specialist will manage bank account reconciliations, communicate with payment teams to identify discrepancies, and notify Client Service Managers of outstanding issues prior to month-end.
Key responsibilities
- Reconcile clients' bank accounts to daily postings
- Identify and communicate posting or deposit issues with client representatives
- Notify Client Service Managers of any outstanding issues before month-end
Required qualifications
- 1-2 years' experience in balancing large amounts of money
- 1-2 years' experience in reconciling bank statements in a fast-paced environment
- Knowledge of accounting principles
- Familiarity with medical office operations is helpful
- Proficient in Microsoft programs with advanced Excel skills, including pivots and vlookups
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