Advisor Payments Clerk

Overview:

The Advisor Payments Clerk supports a global advisor network by ensuring accurate and timely processing of invoices and payments. This role operates within a remote, cross-regional team structure and requires strong communication skills, responsiveness across time zones, and the ability to work independently while maintaining high standards of accuracy and service.

What You'll Do:

• Manage a high-volume daily invoice queue
• Process invoices accurately and within established service level timelines
• Obtain required invoice approvals in accordance with company policies and internal controls
• Manage high-volume Advisor invoice and payment-related emails across regions using email ticketing platform
• Serve as primary point of contact for Advisors and Associates regarding invoice and payment inquiries
• Respond to inquiries promptly and professionally, ensuring clear and complete communication
• Create invoices on behalf of Advisors as needed
• Collaborate effectively with global team members across multiple time zones
• Support process improvements and assist with special projects as needed

What You Have:

• Strong customer service orientation
• Excellent attention to detail and commitment to accuracy
• Strong written and verbal communication skills
• Ability to manage high-volume email workflows efficiently using email ticketing platform
• Ability to prioritize tasks and meet established deadlines in a remote environment
• Comfort working independently with minimal supervision
• Proficiency in email/ticketing systems and standard financial or accounting platforms
• Fluency in English (required)
• Up to 2 years of AP or Finance experience preferred (not required)

Personal Attributes:

• Positive, professional, and solutions-oriented attitude
• Highly reliable and accountable
• Self-motivated and proactive
• Trustworthy with confidential financial information
• Adaptable in a dynamic, global work environment

What We Offer:

• Competitive compensation
• Private health insurance
• Entrepreneurial environment, autonomy, and fast decisions
• International exposure to the global Guidepoint service teams
• Casual work environment
• Summer and winter team events

About Guidepoint:

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

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