Accounts Receivable Specialist & Executive Assistant at DOWLING CORPORATION

Farmington, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounts Receivable, Billing, Collections, Payment Reconciliation, Calendar Management, Scheduling, Correspondence Preparation, Office Supply Management, Financial Operations Support, Executive Support, Problem-Solving, Attention to Detail, Professionalism, Confidentiality, Microsoft Excel, Accounting Fundamentals

Industry

Financial Services

Description

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 · Associate’s or Bachelor’s 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

Responsibilities

This dual role involves managing Accounts Receivable functions, including generating invoices, monitoring outstanding balances, performing collections outreach, and reconciling payments. Additionally, the specialist will provide high-level administrative support to company leadership, managing calendars, preparing correspondence, and coordinating office logistics.