Accounts Receivable Specialist & Executive Assistant

Farmington, NM - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

Dowing & Partners LLC Farmington CT

At Dowling & Partners LLC we do not just follow the insurance industry we define the way it is understood. As a boutique equity research firm and full-service broker-dealer we partner with institutional clients who rely on equity research sales trading and capital markets expertise to make informed high-impact decisions.

Why Build Your Career at Dowling

This is where talent meets opportunity and where your contributions truly matter. You will grow innovate and be part of a team that is both close-knit and industry-leading.

What we offer: Benefits and Perks

Comprehensive Benefits

Medical Dental and Vision Insurance (company and employee cost sharing)

Company-funded Health Savings Account (HSA) contribution

Company-paid Basic Life Insurance AD&D and Long-Term Disability

Financial Well-Being

Immediate enrollment in our 401(k) plan

Eligibility for ESOP participation after 1 year

Annual discretionary bonus program

Work-Life Balance & Wellness

Unlimited PTO

Reimbursement for gym and fitness memberships

Office Perks that Make a Difference

On-site Golf Simulator

Complimentary coffee snacks and beverages

Lunch provided daily

Accounts Receivable Specialist & Executive Assistant

We are seeking a highly organized detail-oriented professional to support our team in a dual role supporting both financial operations and executive leadership. This position combines Accounts Receivable responsibilities with high-level administrative support making it ideal for someone who thrives in a fast-paced environment and enjoys balancing financial accuracy with operational coordination.

The ideal candidate is proactive dependable and comfortable managing multiple priorities while maintaining a high level of professionalism and confidentiality.

Key Responsibilities

Accounts Receivable & Billing

Generate and distribute accurate customer invoices in a timely manner

Monitor customer accounts to identify outstanding balances and overdue payments

Perform collections outreach via email and hone to ensure timely payments

Apply and reconcile customer payments investigating and resolving discrepancies

Maintain accurate AR records and documentation

Update customer accounts including billing information and user access changes

Serve as primary point of contact for client billing inquiries and issue resolution

Collaborate with internal teams to resolve billing account or system-related issues

Executive & Administrative Support

Provide direct administrative support to company leadership

Manage calendars meetings and scheduling logistics

Prepare professional correspondence reports meeting materials and business documents

Monitor shared billing and finance inboxes organizing and routing items for approval

Coordinate company meetings events and logistics as needed

Manage office supply ordering and inventory

Assist with general office operations and administrative projects

Requirements

Associates or Bachelors degree in Accounting Finance Business or related field preferred

3 years of Accounts Receivable billing or accounting experience

Strong understanding of AR processes and accounting fundamentals

Proficiency with Microsoft Excel; experience with accounting and billing systems (i.e. Chargebee Singletrack BlueMatrix) is a plus

Excellent organizational communication and problem-solving skills

Ability to manage multiple priorities and meet deadlines in a fast-paced environment

High level of accuracy attention to detail and discretion

The Ideal Candidate is Someone Who:

Takes ownership of their work

Communicates clearly and professionally

Is comfortable interacting with both clients and executive leadership

Enjoys working in a collaborative team environment

Brings structure and organization to complex workflows

Required Experience:

Full-timeDescriptionDowing & Partners LLC Farmington CTAt Dowling & Partners LLC we do not just follow the insurance industry we define the way it is understood. As a boutique equity research firm and full-service broker-dealer we partner with institutional clients who rely on equity research sale...