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Finance Support / Client Service Travel & Expense

Veterans Sourcing Group

Columbus, OH

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JOB DETAILS
SALARY
SKILLS
Communication Skills, Computer Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Documentation Review, Establish Priorities, Expense Management, Expense Reports, Finance, Follow Through, Interpersonal Skills, Microsoft Office, Multilingual, Multitasking, Portuguese Language, Presentation/Verbal Skills, Problem Solving Skills, Research Skills, Risk, Risk Analysis, Spanish Language, Team Player, Time Management, Training Program, Typing, Writing Skills
LOCATION
Columbus, OH
POSTED
30+ days ago
REQUIREMENT DETAILS

Job Title: Finance Support / Client Service Travel & Expense
Location: South Jordan, UT- Hybrid
Duration: 3-month contract (Possible perm conversion for Bilingual Candidates)
Pay rate: $28.15/hr

Manager's Notes:
  • Niche project
  • Project length: 10/23- 12/29- no guarantee this will go full time.
  • 10/23 start date- hard start date- confirm this with the candidates.
  • Hybrid but need own computer w/ two monitors - 3 days onsite, 2 at home. If they don't have 2 screens, they can either buy one or come onsite 5 days a week
  • Training onsite 5 days a week
  • Review documents, attention to detail, no client interaction, typing notes, written communication.
  • Microsoft office/ teams are used every day.
  • Spanish speaking is a plus - this would help convert to perm in January.
  • Document processing or financial services background is nice to have.
  • If they need hours outside of 9-5 list this on the top of the resume and they will see how flexible, they can be. Expense team is more flexible.
  • Asset team - 8:30-5 M-F
  • Zoom interviews- group interviews.

Position Summary:
Client seeks qualified candidates to join the Expense Team, reviewing and approving Travel & Entertainment expense reports for our field partners. The Expense Associate will work closely with our field partners to ensure T&E expense activity has been appropriately reviewed and approved to policy. The Expense Associate will report directly to their respective Expense Approval Manager. The Expense Associate will interact with the field and the Expense Team to resolve issues encountered during the expense review and approval process.

Duties and Responsibilities:
  • Review and approve T&E expense reports timely and accurately to both policy and firm procedure.
  • Provide world-class customer service to both field facing and internal counterparts in all interactions.
  • Research and resolve problems and deficiencies in a timely manner.
  • Ability to handle a high volume of requests in a fast-paced environment.
  • Proactively participate in all training and education programs to maintain status on policies, procedures and risk awareness
  • Apply critical thinking when making decisions on items to evaluate risk and client experience.
  • Other duties and responsibilities as needed.
QUALIFICATIONS:
  • Industry or applicable experience preferred, specifically with expense reports or travel & entertainment.
  • Experience working with policy/procedures helpful.

Knowledge and Skills:
  • Excellent interpersonal and client service skills
  • Effective written and verbal communication skills
  • Strong attention to detail and excellent judgement
  • Exceptional organization and follow-up skills
  • Ability to prioritize and multi-task.
  • Ability to research and resolve problems and service inquiries and escalate issues where appropriate .
  • Strong computer skills including Microsoft Office Suite
  • Team player with the ability to collaborate with others.
  • Self-motivated with ability to work in a fast-paced environment.
  • Bi-Lingual speaking and reading may be helpful but not a requirement (Spanish and/or Portuguese)

About the Company

V

Veterans Sourcing Group

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